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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Taylor Hoffman Capital Management's NEE Position: Q1 2026 in Review

Taylor Hoffman Capital Management increased its NextEra Energy (NEE) stake by 1.1% in Q1 2026, buying an estimated $5.07K and bringing the position to 5,376 shares worth $499K. The position accounts for 0.15% of the portfolio, ranked #77.

Taylor Hoffman Capital Management first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Taylor Hoffman Capital Management held 5,376 shares of NextEra Energy worth $499K as of Q1 2026.
Taylor Hoffman Capital Management bought 57 NextEra Energy shares in Q1 2026, an estimated $5.07K.
NextEra Energy made up 0.15% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #77 holding.
Taylor Hoffman Capital Management first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.