McHugh Group’s NextEra Energy NEE Stock Holding History

McHugh 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 Q3	$462K	Sell	6,100 -80	-1%	-$6.77K	0.23%	54
2026 Q2	$542K	Hold	6,180	–	–	0.28%	53
2026 Q1	$574K	Sell	6,180 -500	-7%	-$44.5K	0.34%	46
2025 Q4	$536K	Buy	6,680 +500	+8%	+$41.4K	0.31%	50
2025 Q3	$467K	Hold	6,180	–	–	0.28%	49
2025 Q2	$429K	Hold	6,180	–	–	0.29%	45
2025 Q1	$438K	Hold	6,180	–	–	0.33%	44
2024 Q4	$443K	Buy	+6,180	New	+$480K	0.33%	42

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

McHugh Group's NEE Position: Q3 2026 in Review

McHugh Group reduced its NextEra Energy (NEE) stake by 1.3% in Q3 2026, selling an estimated $6.77K and leaving 6,100 shares worth $462K. The position accounts for 0.23% of the portfolio, ranked #54.

McHugh Group first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $574K in Q1 2026. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

McHugh Group held 6,100 shares of NextEra Energy worth $462K as of Q3 2026.
McHugh Group sold 80 NextEra Energy shares in Q3 2026, an estimated $6.77K.
NextEra Energy made up 0.23% of McHugh Group's portfolio in Q3 2026, its #54 holding.
McHugh Group first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
McHugh Group's NextEra Energy position peaked at $574K in Q1 2026.
1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.