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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
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
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

Van Hulzen Asset Management's NEE Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its NextEra Energy (NEE) stake by 16% in Q1 2026, selling an estimated $75.3K and leaving 4,290 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #254.

Van Hulzen Asset Management first reported a position in NEE in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.72M in Q4 2018. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Van Hulzen Asset Management held 4,290 shares of NextEra Energy worth $398K as of Q1 2026.
  • Van Hulzen Asset Management sold 847 NextEra Energy shares in Q1 2026, an estimated $75.3K.
  • NextEra Energy made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #254 holding.
  • Van Hulzen Asset Management first reported a position in NextEra Energy in Q4 2014 and has held it in 21 quarters since.
  • Van Hulzen Asset Management's NextEra Energy position peaked at $1.72M in Q4 2018.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.