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Hurlow Wealth Management Group’s NextEra Energy NEE Stock Holding History

Hurlow Wealth Management Group’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 		$596K Buy
6,419
+4
+0.1% +$356 0.14% 50
2025
Q4 		$515K Sell
6,415
-644
-9% -$53.3K 0.13% 56
2025
Q3 		$533K Hold
7,059
– – 0.14% 53
2025
Q2 		$490K Buy
7,059
+2
+0% +$139 0.14% 64
2025
Q1 		$500K Buy
7,057
+2
+0% +$141 0.16% 61
2024
Q4 		$506K Sell
7,055
-1
-0% -$78 0.16% 62
2024
Q3 		$596K Buy
7,056
+2
+0% +$156 0.19% 56
2024
Q2 		$499K Sell
7,054
-190
-3% -$13.5K 0.17% 62
2024
Q1 		$463K Sell
7,244
-52
-0.7% -$3.05K 0.16% 67
2023
Q4 		$443K Sell
7,296
-287
-4% -$16.4K 0.17% 66
2023
Q3 		$434K Sell
7,583
-9
-0.1% -$623 0.19% 65
2023
Q2 		$563K Buy
7,592
+4
+0.1% +$303 0.24% 52
2023
Q1 		$585K Sell
7,588
-12
-0.2% -$923 0.27% 48
2022
Q4 		$635K Buy
7,600
+42
+0.6% +$3.39K 0.33% 46
2022
Q3 		$593K Sell
7,558
-222
-3% -$18.8K 0.35% 43
2022
Q2 		$603K Hold
7,780
– – 0.35% 42
2022
Q1 		$659K Sell
7,780
-1,251
-14% -$100K 0.4% 37
2021
Q4 		$730K Hold
9,031
– – 0.57% 29
2021
Q3 		$709K Hold
9,031
– – 0.42% 34
2021
Q2 		$662K Sell
9,031
-861
-9% -$64.6K 0.44% 37
2021
Q1 		$748K Buy
9,892
+61
+0.6% +$4.76K 0.54% 33
2020
Q4 		$758K Buy
9,831
+663
+7% +$49.6K 0.6% 29
2020
Q3 		$636K Sell
9,168
-200
-2% -$13.8K 0.58% 30
2020
Q2 		$600K Sell
9,368
-20
-0.2% -$1.2K 0.58% 30
2020
Q1 		$557K Sell
9,388
-92
-1% -$5.78K 0.6% 33
2019
Q4 		$595K Sell
9,480
-68
-0.7% -$3.97K 0.58% 35
2019
Q3 		$546K Sell
9,548
-48
-0.5% -$2.6K 0.58% 38
2019
Q2 		$504K Sell
9,596
-200
-2% -$9.84K 0.53% 42
2019
Q1 		$476K Sell
9,796
-108
-1% -$4.94K 0.51% 42
2018
Q4 		$427K Buy
+9,904
New +$433K 0.52% 40

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hurlow Wealth Management Group's NEE Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its NextEra Energy (NEE) stake by 0.06% in Q1 2026, buying an estimated $356 and bringing the position to 6,419 shares worth $596K. The position accounts for 0.14% of the portfolio, ranked #50.

Hurlow Wealth Management Group first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $758K in Q4 2020. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Hurlow Wealth Management Group held 6,419 shares of NextEra Energy worth $596K as of Q1 2026.
  • Hurlow Wealth Management Group bought 4 NextEra Energy shares in Q1 2026, an estimated $356.
  • NextEra Energy made up 0.14% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #50 holding.
  • Hurlow Wealth Management Group first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's NextEra Energy position peaked at $758K in Q4 2020.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.