SEC 13F Intelligence

Hamilton Point Investment Advisors, LLC / NEE

Hamilton Point Investment Advisors, LLC’s Nextera Energy Inc Position

Does Hamilton Point Investment Advisors, LLC own Nextera Energy Inc (NEE)? Yes — 102.0K shares worth $9M (+1.46% of its 13F portfolio) as of Q1 2026, down from 102.2K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
102.0K
% of Portfolio
+1.46%
Quarters Held
30
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $7MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $6MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ3 ’24: $9MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $7MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026102.0K$9M+1.46%
Q4 2025102.2K$8M+1.25%
Q3 2025102.0K$8M+1.20%
Q2 2025101.5K$7M+1.16%
Q1 2025103.7K$7M+1.32%
Q4 2024102.6K$7M+1.30%
Q3 2024100.6K$9M+1.50%
Q2 2024101.2K$7M+1.36%
Q1 202499.7K$6M+1.22%
Q4 202384.2K$5M+1.02%
Q3 202384.8K$5M+1.20%
Q2 202384.8K$6M+1.50%
Q1 202387.6K$7M+1.64%
Q4 202286.3K$7M+1.99%
Q3 202286.2K$7M+2.05%
Q2 202286.3K$7M+1.94%
Q1 202285.1K$7M+1.86%
Q4 202185.1K$8M+1.89%
Q3 202184.3K$7M+1.76%
Q2 202184.8K$6M+1.68%
Q1 202184.9K$6M+1.86%
Q4 202084.1K$6M+2.04%
Q3 202021.1K$6M+2.06%
Q2 202021.1K$5M+1.95%
Q1 202020.7K$5M+2.31%
Q4 201920.0K$5M+1.84%
Q3 201919.9K$5M+1.89%
Q2 201919.1K$4M+1.67%
Q1 201918.9K$4M+1.63%
Q4 201818.9K$3M+1.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hamilton Point Investment Advisors, LLC’s full portfolio or all institutional holders of NEE.