Caliber Wealth Management (Kansas)’s NextEra Energy NEE Stock Holding History

Caliber Wealth Management (Kansas)’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	$3.36M	Buy	38,314 +779	+2%	+$70.5K	0.32%	63
2026 Q1	$3.49M	Buy	37,535 +521	+1%	+$46.3K	0.38%	57
2025 Q4	$2.97M	Sell	37,014 -102	-0.3%	-$8.45K	0.32%	67
2025 Q3	$2.8M	Sell	37,116 -609	-2%	-$44.5K	0.31%	73
2025 Q2	$2.62M	Buy	37,725 +3,177	+9%	+$221K	0.28%	78
2025 Q1	$2.45M	Buy	+34,548	New	+$2.44M	0.33%	80

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s NEE Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $70.5K and bringing the position to 38,314 shares worth $3.36M. The position accounts for 0.32% of the portfolio, ranked #63.

Caliber Wealth Management (Kansas) first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.49M in Q1 2026. 1,202 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Caliber Wealth Management (Kansas) held 38,314 shares of NextEra Energy worth $3.36M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 779 NextEra Energy shares in Q2 2026, an estimated $70.5K.
NextEra Energy made up 0.32% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #63 holding.
Caliber Wealth Management (Kansas) first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s NextEra Energy position peaked at $3.49M in Q1 2026.
1,202 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.