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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
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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

McHugh Group's NEE Position: Q2 2026 in Review

McHugh Group held its NextEra Energy (NEE) position steady in Q2 2026 at 6,180 shares worth $542K. The position accounts for 0.28% of the portfolio, ranked #53.

McHugh Group first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • McHugh Group held 6,180 shares of NextEra Energy worth $542K as of Q2 2026.
  • McHugh Group left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.28% of McHugh Group's portfolio in Q2 2026, its #53 holding.
  • McHugh Group first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • McHugh Group's NextEra Energy position peaked at $574K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.