Hughes Financial Services’s NextEra Energy NEE Stock Holding History

Hughes Financial Services’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	$61.1K	Buy	696 +79	+13%	+$7.15K	0.01%	161
2026 Q1	$57.3K	Buy	617 +26	+4%	+$2.31K	0.01%	155
2025 Q4	$47.4K	Buy	591 +5	+0.9%	+$414	0.01%	161
2025 Q3	$49.7K	Buy	586 +1	+0.2%	+$73	0.01%	156
2025 Q2	$41.3K	Buy	585 +20	+4%	+$1.39K	0.01%	163
2025 Q1	$40.1K	Buy	+565	New	+$39.9K	0.01%	169

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Hughes Financial Services's NEE Position: Q2 2026 in Review

Hughes Financial Services increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $7.15K and bringing the position to 696 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #161.

Hughes Financial Services first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Hughes Financial Services held 696 shares of NextEra Energy worth $61.1K as of Q2 2026.
Hughes Financial Services bought 79 NextEra Energy shares in Q2 2026, an estimated $7.15K.
NextEra Energy made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #161 holding.
Hughes Financial Services first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.