Hummer Financial Advisory Services’s NextEra Energy NEE Stock Holding History

Hummer Financial Advisory 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	$457K	Buy	5,205 +75	+1%	+$6.78K	0.3%	72
2026 Q1	$476K	Hold	5,130	–	–	0.34%	66
2025 Q4	$412K	Hold	5,130	–	–	0.29%	71
2025 Q3	$387K	Sell	5,130 -270	-5%	-$19.7K	0.28%	73
2025 Q2	$375K	Hold	5,400	–	–	0.28%	73
2025 Q1	$383K	Buy	5,400 +800	+17%	+$56.5K	0.31%	68
2024 Q4	$330K	Sell	4,600 -800	-15%	-$62.1K	0.26%	73
2024 Q3	$456K	Hold	5,400	–	–	0.36%	55
2024 Q2	$382K	Sell	5,400 -800	-13%	-$56.8K	0.33%	62
2024 Q1	$396K	Buy	6,200 +800	+15%	+$46.9K	0.33%	64
2023 Q4	$328K	Buy	5,400 +200	+4%	+$11.4K	0.3%	69
2023 Q3	$298K	Hold	5,200	–	–	0.3%	69
2023 Q2	$386K	Hold	5,200	–	–	0.38%	58
2023 Q1	$401K	Buy	5,200 +350	+7%	+$26.9K	0.43%	56
2022 Q4	$405K	Hold	4,850	–	–	0.45%	54
2022 Q3	$380K	Sell	4,850 -600	-11%	-$50.9K	0.45%	54
2022 Q2	$422K	Hold	5,450	–	–	0.48%	52
2022 Q1	$462K	Buy	5,450 +250	+5%	+$20K	0.42%	58
2021 Q4	$485K	Sell	5,200 -250	-5%	-$21.6K	0.41%	53
2021 Q3	$428K	Sell	5,450 -400	-7%	-$32.3K	0.4%	62
2021 Q2	$429K	Hold	5,850	–	–	0.4%	63
2021 Q1	$442K	Sell	5,850 -800	-12%	-$62.4K	0.43%	58
2020 Q4	$513K	Buy	6,650 +250	+4%	+$18.7K	0.54%	43
2020 Q3	$444K	Hold	6,400	–	–	0.52%	49
2020 Q2	$384K	Buy	6,400 +800	+14%	+$47.9K	0.49%	49
2020 Q1	$337K	Hold	5,600	–	–	0.51%	54
2019 Q4	$339K	Buy	+5,600	New	+$327K	0.37%	71

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Hummer Financial Advisory Services's NEE Position: Q2 2026 in Review

Hummer Financial Advisory Services increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $6.78K and bringing the position to 5,205 shares worth $457K. The position accounts for 0.3% of the portfolio, ranked #72.

Hummer Financial Advisory Services first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $513K in Q4 2020. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Hummer Financial Advisory Services held 5,205 shares of NextEra Energy worth $457K as of Q2 2026.
Hummer Financial Advisory Services bought 75 NextEra Energy shares in Q2 2026, an estimated $6.78K.
NextEra Energy made up 0.3% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #72 holding.
Hummer Financial Advisory Services first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
Hummer Financial Advisory Services's NextEra Energy position peaked at $513K in Q4 2020.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.