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Nicholas Hoffman & Company’s NextEra Energy NEE Stock Holding History

Nicholas Hoffman & Company’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 		$832K Sell
8,963
-24
-0.3% -$2.13K 0.02% 181
2025
Q4 		$721K Sell
8,987
-112
-1% -$9.28K 0.02% 185
2025
Q3 		$687K Buy
9,099
+361
+4% +$26.4K 0.02% 183
2025
Q2 		$607K Buy
8,738
+2,735
+46% +$190K 0.02% 193
2025
Q1 		$426K Buy
6,003
+1,150
+24% +$81.2K 0.02% 209
2024
Q4 		$348K Buy
4,853
+42
+0.9% +$3.26K 0.01% 226
2024
Q3 		$407K Buy
4,811
+304
+7% +$23.7K 0.02% 221
2024
Q2 		$319K Buy
4,507
+409
+10% +$29K 0.02% 236
2024
Q1 		$262K Sell
4,098
-132
-3% -$7.73K 0.01% 257
2023
Q4 		$257K Sell
4,230
-626
-13% -$35.7K 0.02% 250
2023
Q3 		$278K Buy
4,856
+451
+10% +$31.2K 0.02% 224
2023
Q2 		$327K Buy
4,405
+159
+4% +$12K 0.01% 210
2023
Q1 		$327K Buy
4,246
+4
+0.1% +$308 0.03% 207
2022
Q4 		$355K Buy
4,242
+3
+0.1% +$242 0.04% 201
2022
Q3 		$332K Buy
4,239
+6
+0.1% +$509 0.02% 191
2022
Q2 		$328K Buy
4,233
+4
+0.1% +$305 0.02% 195
2022
Q1 		$358K Buy
4,229
+896
+27% +$71.8K 0.01% 202
2021
Q4 		$311K Sell
3,333
-253
-7% -$21.9K 0.01% 224
2021
Q3 		$282K Buy
3,586
+84
+2% +$6.78K 0.05% 224
2021
Q2 		$257K Buy
+3,502
New +$263K 0.05% 227

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

Nicholas Hoffman & Company's NEE Position: Q1 2026 in Review

Nicholas Hoffman & Company reduced its NextEra Energy (NEE) stake by 0.27% in Q1 2026, selling an estimated $2.13K and leaving 8,963 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #181.

Nicholas Hoffman & Company first reported a position in NEE in Q2 2021 and has held it in 20 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Nicholas Hoffman & Company held 8,963 shares of NextEra Energy worth $832K as of Q1 2026.
  • Nicholas Hoffman & Company sold 24 NextEra Energy shares in Q1 2026, an estimated $2.13K.
  • NextEra Energy made up 0.02% of Nicholas Hoffman & Company's portfolio in Q1 2026, its #181 holding.
  • Nicholas Hoffman & Company first reported a position in NextEra Energy in Q2 2021 and has held it in 20 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.