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Laurie J. Hall Trustee’s NextEra Energy NEE Stock Holding History

Laurie J. Hall Trustee’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 		$391K Buy
4,450
+2,130
+92% +$193K 0.12% 80
2026
Q1 		$215K Buy
+2,320
New +$206K 0.08% 97
2025
Q1 		– Sell
-2,720
Closed -$195K – 194
2024
Q4 		$195K Hold
2,720
– – 0.06% 122
2024
Q3 		$230K Hold
2,720
– – 0.07% 118
2024
Q2 		$192K Sell
2,720
-250
-8% -$17.7K 0.07% 117
2024
Q1 		$190K Hold
2,970
– – 0.07% 118
2023
Q4 		$181K Hold
2,970
– – 0.07% 116
2023
Q3 		$170K Hold
2,970
– – 0.07% 108
2023
Q2 		$221K Hold
2,970
– – 0.09% 104
2023
Q1 		$229K Hold
2,970
– – 0.1% 98
2022
Q4 		$248K Hold
2,970
– – 0.11% 94
2022
Q3 		$233K Sell
2,970
-100
-3% -$8.48K 0.11% 91
2022
Q2 		$238K Hold
3,070
– – 0.11% 93
2022
Q1 		$260K Hold
3,070
– – 0.1% 100
2021
Q4 		$287K Sell
3,070
-200
-6% -$17.3K 0.1% 96
2021
Q3 		$257K Hold
3,270
– – 0.1% 97
2021
Q2 		$240K Sell
3,270
-250
-7% -$18.8K 0.09% 105
2021
Q1 		$266K Sell
3,520
-460
-12% -$35.9K 0.1% 101
2020
Q4 		$307K Sell
3,980
-100
-2% -$7.48K 0.12% 91
2020
Q3 		$283K Buy
+4,080
New +$282K 0.13% 90
2019
Q4 		$318K Hold
5,252
– – 0.15% 87
2019
Q3 		$306K Hold
5,252
– – 0.16% 88
2019
Q2 		$269K Sell
5,252
-1,268
-19% -$62.4K 0.14% 94
2019
Q1 		$316K Hold
6,520
– – 0.17% 88
2018
Q4 		$299K Buy
6,520
+1,360
+26% +$59.5K 0.16% 87
2018
Q3 		$216K Sell
5,160
-100
-2% -$4.26K 0.11% 107
2018
Q2 		$220K Buy
5,260
+4,400
+512% +$178K 0.13% 95
2018
Q1 		$35K Hold
860
– – 0.02% 196
2017
Q4 		$34K Buy
860
+100
+13% +$3.86K 0.02% 207
2017
Q3 		$27.8K Hold
760
– – 0.02% 185
2017
Q2 		$26.6K Hold
760
– – 0.02% 186
2017
Q1 		$24.8K Hold
760
– – 0.02% 197
2016
Q4 		$23K Buy
+760
New +$22.7K 0.01% 198
2016
Q2 		$25K Buy
760
+440
+138% +$13.2K 0.02% 188
2016
Q1 		$9K Buy
+320
New +$8.98K 0.01% 207

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Laurie J. Hall Trustee's NEE Position: Q2 2026 in Review

Laurie J. Hall Trustee increased its NextEra Energy (NEE) stake by 92% in Q2 2026, buying an estimated $193K and bringing the position to 4,450 shares worth $391K. The position accounts for 0.12% of the portfolio, ranked #80.

Laurie J. Hall Trustee first reported a position in NEE in Q1 2016 and has held it in 35 quarters since. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Laurie J. Hall Trustee held 4,450 shares of NextEra Energy worth $391K as of Q2 2026.
  • Laurie J. Hall Trustee bought 2,130 NextEra Energy shares in Q2 2026, an estimated $193K.
  • NextEra Energy made up 0.12% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #80 holding.
  • Laurie J. Hall Trustee first reported a position in NextEra Energy in Q1 2016 and has held it in 35 quarters since.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.