Huber Capital Management’s NextEra Energy NEE Stock Holding History

Huber Capital Management’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	$1.09M	Sell	11,722 -7,531	-39%	-$670K	0.17%	59
2025 Q4	$1.55M	Hold	19,253	–	–	0.23%	58
2025 Q3	$1.45M	Buy	19,253 +2,798	+17%	+$204K	0.23%	61
2025 Q2	$1.14M	Sell	16,455 -4,100	-20%	-$285K	0.19%	69
2025 Q1	$1.46M	Buy	20,555 +1,120	+6%	+$79.1K	0.27%	59
2024 Q4	$1.39M	Sell	19,435 -9,166	-32%	-$712K	0.28%	60
2024 Q3	$2.42M	Hold	28,601	–	–	0.49%	49
2024 Q2	$2.03M	Sell	28,601 -1,000	-3%	-$71K	0.46%	51
2024 Q1	$1.89M	Sell	29,601 -1,599	-5%	-$93.7K	0.43%	54
2023 Q4	$1.9M	Buy	31,200 +1,000	+3%	+$57K	0.48%	50
2023 Q3	$1.73M	Buy	+30,200	New	+$2.09M	0.41%	64
2022 Q4	–	Sell	-800	Closed	-$63K	–	96
2022 Q3	$63K	Hold	800	–	–	0.02%	90
2022 Q2	$62K	Hold	800	–	–	0.02%	92
2022 Q1	$68K	Sell	800 -1,800	-69%	-$144K	0.02%	94
2021 Q4	$243K	Hold	2,600	–	–	0.06%	93
2021 Q3	$204K	Sell	2,600 -500	-16%	-$40.3K	0.05%	94
2021 Q2	$227K	Sell	3,100 -500	-14%	-$37.5K	0.06%	91
2021 Q1	$272K	Hold	3,600	–	–	0.07%	83
2020 Q4	$278K	Hold	3,600	–	–	0.09%	75
2020 Q3	$250K	Sell	3,600 -6,000	-63%	-$414K	0.09%	74
2020 Q2	$576K	Sell	9,600 -3,200	-25%	-$192K	0.12%	67
2020 Q1	$770K	Hold	12,800	–	–	0.14%	68
2019 Q4	$775K	Hold	12,800	–	–	0.1%	77
2019 Q3	$746K	Hold	12,800	–	–	0.09%	81
2019 Q2	$656K	Sell	12,800 -37,200	-74%	-$1.83M	0.08%	87
2019 Q1	$2.42M	Hold	50,000	–	–	0.26%	68
2018 Q4	$2.17M	Buy	50,000 +10,800	+28%	+$472K	0.2%	79
2018 Q3	$1.64M	Hold	39,200	–	–	0.11%	86
2018 Q2	$1.64M	Buy	39,200 +1,600	+4%	+$64.6K	0.11%	83
2018 Q1	$1.53M	Sell	37,600 -14,400	-28%	-$555K	0.09%	82
2017 Q4	$2.03M	Sell	52,000 -5,600	-10%	-$216K	0.11%	78
2017 Q3	$2.11M	Sell	57,600 -10,400	-15%	-$381K	0.12%	79
2017 Q2	$2.38M	Sell	68,000 -2,400	-3%	-$82K	0.12%	78
2017 Q1	$2.26M	Hold	70,400	–	–	0.12%	77
2016 Q4	$2.1M	Sell	70,400 -13,200	-16%	-$394K	0.08%	75
2016 Q3	$2.56M	Sell	83,600 -9,600	-10%	-$302K	0.1%	75
2016 Q2	$3.04M	Sell	93,200 -22,000	-19%	-$661K	0.13%	72
2016 Q1	$3.41M	Sell	115,200 -4,000	-3%	-$112K	0.14%	71
2015 Q4	$3.1M	Sell	119,200 -14,800	-11%	-$374K	0.11%	77
2015 Q3	$3.27M	Sell	134,000 -8,400	-6%	-$214K	0.11%	77
2015 Q2	$3.49M	Buy	142,400 +17,600	+14%	+$447K	0.1%	84
2015 Q1	$3.25M	Buy	124,800 +11,200	+10%	+$295K	0.1%	85
2014 Q4	$3.02M	Buy	113,600 +6,400	+6%	+$162K	0.09%	87
2014 Q3	$2.52M	Sell	107,200 -116,400	-52%	-$2.81M	0.07%	91
2014 Q2	$5.73M	Sell	223,600 -36,000	-14%	-$876K	0.15%	83
2014 Q1	$6.21M	Sell	259,600 -1,357,252	-84%	-$30.8M	0.16%	83
2013 Q4	$34.6M	Buy	1,616,852 +194,000	+14%	+$4.09M	0.95%	43
2013 Q3	$28.5M	Sell	1,422,852 -30,000	-2%	-$619K	0.99%	43
2013 Q2	$29.6M	Buy	+1,452,852	New	+$28.8M	1.18%	31

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Huber Capital Management's NEE Position: Q1 2026 in Review

Huber Capital Management reduced its NextEra Energy (NEE) stake by 39% in Q1 2026, selling an estimated $670K and leaving 11,722 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #59.

Huber Capital Management first reported a position in NEE in Q2 2013 and has held it in 49 quarters since. The position peaked at $34.6M in Q4 2013. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Huber Capital Management held 11,722 shares of NextEra Energy worth $1.09M as of Q1 2026.
Huber Capital Management sold 7,531 NextEra Energy shares in Q1 2026, an estimated $670K.
NextEra Energy made up 0.17% of Huber Capital Management's portfolio in Q1 2026, its #59 holding.
Huber Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 49 quarters since.
Huber Capital Management's NextEra Energy position peaked at $34.6M in Q4 2013.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Huber Capital Management's 13F filing for Q1 2026, filed 12 May 2026.