SEC 13F Intelligence

Hfr Wealth Management, LLC / NEE

Hfr Wealth Management, LLC’s Nextera Energy Inc Position

Does Hfr Wealth Management, LLC own Nextera Energy Inc (NEE)? Yes131.6K shares worth $12M (+3.00% of its 13F portfolio) as of Q1 2026, down from 133.8K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
131.6K
% of Portfolio
+3.00%
Quarters Held
20
currently held

Position History NEE

Reported value by quarter
Q2 ’21: $8MQ2 ’21Q3 ’21: $9MQ4 ’21: $11MQ1 ’22: $10MQ1 ’22Q2 ’22: $9MQ3 ’22: $9MQ4 ’22: $9,800Q4 ’22Q1 ’23: $9,084Q2 ’23: $8,768Q3 ’23: $6,783Q3 ’23Q4 ’23: $7,306Q1 ’24: $8MQ2 ’24: $9MQ2 ’24Q3 ’24: $11MQ4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $9MQ3 ’25: $10MQ4 ’25: $11MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026131.6K$12M+3.00%
Q4 2025133.8K$11M+2.54%
Q3 2025132.6K$10M+2.29%
Q2 2025130.9K$9M+2.19%
Q1 2025128.7K$9M+2.22%
Q4 2024127.6K$9M+2.26%
Q3 2024125.8K$11M+2.58%
Q2 2024124.1K$9M+2.24%
Q1 2024123.0K$8M+1.99%
Q4 2023120.3K$7,306+1.98%
Q3 2023118.4K$6,783+1.99%
Q2 2023118.2K$8,768+2.44%
Q1 2023117.8K$9,084+2.58%
Q4 2022117.2K$9,800+2.84%
Q3 2022116.9K$9M+2.99%
Q2 2022118.6K$9M+2.77%
Q1 2022116.8K$10M+2.62%
Q4 2021115.7K$11M+2.71%
Q3 2021113.6K$9M+2.60%
Q2 2021110.2K$8M+2.43%

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