Taylor Hoffman Capital Management’s NextEra Energy NEE Stock Holding History

Taylor Hoffman Capital Management’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	$472K	Hold	5,376	–	–	0.11%	90
2026 Q1	$499K	Buy	5,376 +57	+1%	+$5.07K	0.15%	77
2025 Q4	$427K	Hold	5,319	–	–	0.13%	86
2025 Q3	$402K	Hold	5,319	–	–	0.13%	89
2025 Q2	$369K	Sell	5,319 -252	-5%	-$17.5K	0.13%	91
2025 Q1	$395K	Hold	5,571	–	–	0.15%	88
2024 Q4	$399K	Hold	5,571	–	–	0.15%	84
2024 Q3	$442K	Buy	+5,571	New	+$435K	0.17%	77

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Taylor Hoffman Capital Management's NEE Position: Q2 2026 in Review

Taylor Hoffman Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 5,376 shares worth $472K. The position accounts for 0.11% of the portfolio, ranked #90.

Taylor Hoffman Capital Management first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $499K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Taylor Hoffman Capital Management held 5,376 shares of NextEra Energy worth $472K as of Q2 2026.
Taylor Hoffman Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.11% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #90 holding.
Taylor Hoffman Capital Management first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Taylor Hoffman Capital Management's NextEra Energy position peaked at $499K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.