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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
Q2 		$7.29M Sell
83,112
-82,766
-50% -$7.49M 0.13% 134
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HUB Investment Partners's NEE Position: Q2 2026 in Review

HUB Investment Partners reduced its NextEra Energy (NEE) stake by 50% in Q2 2026, selling an estimated $7.49M and leaving 83,112 shares worth $7.29M. The position accounts for 0.13% of the portfolio, ranked #134.

HUB Investment Partners first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.4M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • HUB Investment Partners held 83,112 shares of NextEra Energy worth $7.29M as of Q2 2026.
  • HUB Investment Partners sold 82,766 NextEra Energy shares in Q2 2026, an estimated $7.49M.
  • NextEra Energy made up 0.13% of HUB Investment Partners's portfolio in Q2 2026, its #134 holding.
  • HUB Investment Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's NextEra Energy position peaked at $15.4M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.