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HUB Investment Partners’s NextEra Energy NEE Stock Holding History

HUB Investment Partners’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4M Buy
165,878
+12,419
+8% +$1.1M 0.37% 52
2025
Q4 		$12.3M Sell
153,459
-8,249
-5% -$683K 0.32% 67
2025
Q3 		$12.2M Buy
161,708
+10,909
+7% +$797K 0.41% 61
2025
Q2 		$10.5M Buy
150,799
+9,536
+7% +$662K 0.35% 69
2025
Q1 		$10M Buy
141,263
+15,019
+12% +$1.06M 0.4% 69
2024
Q4 		$9.05M Buy
126,244
+9,197
+8% +$714K 0.38% 65
2024
Q3 		$9.89M Buy
117,047
+10,290
+10% +$803K 0.43% 63
2024
Q2 		$7.56M Buy
106,757
+9,903
+10% +$703K 0.29% 76
2024
Q1 		$6.19M Buy
96,854
+26,678
+38% +$1.56M 0.34% 78
2023
Q4 		$4.26M Buy
70,176
+24,828
+55% +$1.41M 0.29% 99
2023
Q3 		$2.6M Buy
45,348
+4,647
+11% +$322K 0.39% 68
2023
Q2 		$3.02M Buy
40,701
+2,675
+7% +$203K 0.5% 53
2023
Q1 		$2.93M Buy
+38,026
New +$2.92M 0.61% 43
2022
Q4 		– Sell
-31,656
Closed -$2.48M – 153
2022
Q3 		$2.48M Buy
31,656
+3,425
+12% +$291K 0.75% 32
2022
Q2 		$2.19M Buy
28,231
+3,401
+14% +$259K 0.68% 42
2022
Q1 		$2.1M Sell
24,830
-2,011
-7% -$161K 0.49% 56
2021
Q4 		$2.51M Sell
26,841
-622
-2% -$53.8K 0.58% 47
2021
Q3 		$2.16M Buy
27,463
+1,274
+5% +$103K 0.51% 51
2021
Q2 		$1.92M Buy
26,189
+1,646
+7% +$124K 0.51% 56
2021
Q1 		$1.86M Buy
24,543
+20,751
+547% +$1.62M 0.55% 53
2020
Q4 		$1.05M Buy
+3,792
New +$284K 0.48% 63

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HUB Investment Partners's NEE Position: Q1 2026 in Review

HUB Investment Partners increased its NextEra Energy (NEE) stake by 8.1% in Q1 2026, buying an estimated $1.1M and bringing the position to 165,878 shares worth $15.4M. The position accounts for 0.37% of the portfolio, ranked #52.

HUB Investment Partners first reported a position in NEE in Q4 2020 and has held it in 21 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • HUB Investment Partners held 165,878 shares of NextEra Energy worth $15.4M as of Q1 2026.
  • HUB Investment Partners bought 12,419 NextEra Energy shares in Q1 2026, an estimated $1.1M.
  • NextEra Energy made up 0.37% of HUB Investment Partners's portfolio in Q1 2026, its #52 holding.
  • HUB Investment Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 21 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.