Hunter Associates Investment Management’s NextEra Energy NEE Stock Holding History

Hunter Associates Investment 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	$1.73M	Buy	18,587 +4,390	+31%	+$390K	0.23%	100
2025 Q4	$1.14M	Sell	14,197 -44	-0.3%	-$3.64K	0.15%	120
2025 Q3	$1.07M	Buy	14,241 +508	+4%	+$37.1K	0.15%	128
2025 Q2	$953K	Sell	13,733 -133	-1%	-$9.24K	0.14%	129
2025 Q1	$984K	Sell	13,866 -297	-2%	-$21K	0.15%	125
2024 Q4	$1.02M	Sell	14,163 -95	-0.7%	-$7.38K	0.15%	123
2024 Q3	$1.21M	Buy	14,258 +152	+1%	+$11.9K	0.19%	117
2024 Q2	$998K	Buy	14,106 +202	+1%	+$14.3K	0.17%	123
2024 Q1	$887K	Buy	13,904 +593	+4%	+$34.7K	0.15%	133
2023 Q4	$807K	Sell	13,311 -1,105	-8%	-$63K	0.15%	131
2023 Q3	$827K	Sell	14,416 -4,210	-23%	-$291K	0.17%	117
2023 Q2	$1.38M	Sell	18,626 -823	-4%	-$62.3K	0.27%	86
2023 Q1	$1.5M	Sell	19,449 -1,003	-5%	-$77.1K	0.32%	73
2022 Q4	$1.71M	Sell	20,452 -2,200	-10%	-$178K	0.41%	67
2022 Q3	$1.78M	Buy	22,652 +135	+0.6%	+$11.5K	0.46%	59
2022 Q2	$1.74M	Buy	22,517 +13,809	+159%	+$1.05M	0.43%	61
2022 Q1	$738K	Hold	8,708	–	–	0.24%	74
2021 Q4	$813K	Buy	8,708 +2,508	+40%	+$217K	0.23%	75
2021 Q3	$487K	Buy	+6,200	New	+$500K	0.16%	86
2021 Q2	–	Sell	-9,271	Closed	-$701K	–	177
2021 Q1	$701K	Buy	9,271 +1,727	+23%	+$135K	0.16%	97
2020 Q4	$582K	Sell	7,544 -836	-10%	-$62.5K	0.14%	107
2020 Q3	$581K	Sell	8,380 -6,280	-43%	-$434K	0.16%	97
2020 Q2	$880K	Buy	14,660 +3,100	+27%	+$186K	0.26%	79
2020 Q1	$695K	Sell	11,560 -640	-5%	-$40.2K	0.27%	77
2019 Q4	$739K	Buy	12,200 +200	+2%	+$11.7K	0.23%	85
2019 Q3	$699K	Hold	12,000	–	–	0.24%	80
2019 Q2	$615K	Buy	12,000 +1,200	+11%	+$59K	0.21%	82
2019 Q1	$522K	Buy	10,800 +1,600	+17%	+$73.2K	0.18%	100
2018 Q4	$400K	Sell	9,200 -1,600	-15%	-$70K	0.16%	106
2018 Q3	$453K	Hold	10,800	–	–	0.16%	111
2018 Q2	$451K	Hold	10,800	–	–	0.16%	110
2018 Q1	$441K	Buy	10,800 +1,600	+17%	+$61.7K	0.16%	108
2017 Q4	$359K	Sell	9,200 -1,600	-15%	-$61.8K	0.13%	119
2017 Q3	$396K	Hold	10,800	–	–	0.15%	108
2017 Q2	$378K	Sell	10,800 -800	-7%	-$27.3K	0.15%	111
2017 Q1	$372K	Sell	11,600 -412	-3%	-$13K	0.16%	114
2016 Q4	$359K	Hold	12,012	–	–	0.15%	111
2016 Q3	$367K	Sell	12,012 -1,000	-8%	-$31.5K	0.16%	107
2016 Q2	$424K	Hold	13,012	–	–	0.18%	102
2016 Q1	$385K	Buy	13,012 +412	+3%	+$11.6K	0.18%	105
2015 Q4	$327K	Sell	12,600 -200	-2%	-$5.06K	0.14%	110
2015 Q3	$312K	Sell	12,800 -640	-5%	-$16.3K	0.15%	112
2015 Q2	$329K	Hold	13,440	–	–	0.14%	113
2015 Q1	$350K	Buy	13,440 +2,000	+17%	+$52.8K	0.14%	112
2014 Q4	$304K	Sell	11,440 -800	-7%	-$20.2K	0.12%	120
2014 Q3	$287K	Hold	12,240	–	–	0.11%	119
2014 Q2	$314K	Hold	12,240	–	–	0.12%	117
2014 Q1	$293K	Hold	12,240	–	–	0.12%	128
2013 Q4	$262K	Hold	12,240	–	–	0.1%	139
2013 Q3	$245K	Sell	12,240 -1,200	-9%	-$24.8K	0.1%	136
2013 Q2	$274K	Buy	+13,440	New	+$267K	0.1%	144

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

Hunter Associates Investment Management's NEE Position: Q1 2026 in Review

Hunter Associates Investment Management increased its NextEra Energy (NEE) stake by 31% in Q1 2026, buying an estimated $390K and bringing the position to 18,587 shares worth $1.73M. The position accounts for 0.23% of the portfolio, ranked #100.

Hunter Associates Investment Management first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.78M in Q3 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Hunter Associates Investment Management held 18,587 shares of NextEra Energy worth $1.73M as of Q1 2026.
Hunter Associates Investment Management bought 4,390 NextEra Energy shares in Q1 2026, an estimated $390K.
NextEra Energy made up 0.23% of Hunter Associates Investment Management's portfolio in Q1 2026, its #100 holding.
Hunter Associates Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
Hunter Associates Investment Management's NextEra Energy position peaked at $1.78M in Q3 2022.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Hunter Associates Investment Management's 13F filing for Q1 2026, filed 27 Apr 2026.