Van Hulzen Asset Management’s NextEra Energy NEE Stock Holding History

Van Hulzen Asset 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	$411K	Buy	4,683 +393	+9%	+$35.5K	0.03%	274
2026 Q1	$398K	Sell	4,290 -847	-16%	-$75.3K	0.03%	254
2025 Q4	$412K	Buy	5,137 +1,908	+59%	+$158K	0.03%	242
2025 Q3	$244K	Sell	3,229 -104	-3%	-$7.6K	0.02%	293
2025 Q2	$231K	Buy	+3,333	New	+$232K	0.02%	290
2025 Q1	–	Sell	-2,400	Closed	-$172K	–	815
2024 Q4	$172K	Buy	2,400 +8	+0.3%	+$621	0.01%	332
2024 Q3	$202K	Buy	+2,392	New	+$187K	0.01%	306
2021 Q1	–	Sell	-3,294	Closed	-$254K	–	298
2020 Q4	$254K	Buy	3,294 +2	+0.1%	+$150	0.04%	230
2020 Q3	$228K	Buy	+3,292	New	+$227K	0.03%	232
2020 Q2	–	Sell	-3,464	Closed	-$208K	–	279
2020 Q1	$208K	Sell	3,464 -580	-14%	-$36.5K	0.04%	227
2019 Q4	$245K	Sell	4,044 -5,172	-56%	-$302K	0.05%	238
2019 Q3	$537K	Sell	9,216 -700	-7%	-$37.9K	0.11%	123
2019 Q2	$508K	Buy	9,916 +2,792	+39%	+$137K	0.11%	131
2019 Q1	$344K	Sell	7,124 -32,380	-82%	-$1.48M	0.09%	154
2018 Q4	$1.72M	Sell	39,504 -344	-0.9%	-$15K	0.5%	53
2018 Q3	$1.67M	Buy	39,848 +6,284	+19%	+$268K	0.44%	57
2018 Q2	$1.4M	Buy	33,564 +7,200	+27%	+$291K	0.42%	60
2018 Q1	$1.08M	Buy	26,364 +9,208	+54%	+$355K	0.33%	73
2017 Q4	$670K	Buy	+17,156	New	+$662K	0.2%	102
2016 Q1	–	Sell	-6,024	Closed	-$156K	–	152
2015 Q4	$156K	Buy	6,024 +412	+7%	+$10.4K	0.1%	106
2015 Q3	$137K	Buy	+5,612	New	+$143K	0.09%	119
2015 Q1	–	Sell	-13,144	Closed	-$349K	–	145
2014 Q4	$349K	Buy	+13,144	New	+$332K	0.24%	80

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

Van Hulzen Asset Management's NEE Position: Q2 2026 in Review

Van Hulzen Asset Management increased its NextEra Energy (NEE) stake by 9.2% in Q2 2026, buying an estimated $35.5K and bringing the position to 4,683 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #274.

Van Hulzen Asset Management first reported a position in NEE in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.72M in Q4 2018. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Van Hulzen Asset Management held 4,683 shares of NextEra Energy worth $411K as of Q2 2026.
Van Hulzen Asset Management bought 393 NextEra Energy shares in Q2 2026, an estimated $35.5K.
NextEra Energy made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #274 holding.
Van Hulzen Asset Management first reported a position in NextEra Energy in Q4 2014 and has held it in 22 quarters since.
Van Hulzen Asset Management's NextEra Energy position peaked at $1.72M in Q4 2018.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.