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Gerber Kawasaki Wealth & Investment Management’s NextEra Energy NEE Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$2.68M Buy
30,529
+903
+3% +$81.7K 0.07% 112
2026
Q1 		$2.75M Sell
29,626
-819
-3% -$72.8K 0.09% 105
2025
Q4 		$2.44M Sell
30,445
-498
-2% -$41.2K 0.09% 105
2025
Q3 		$2.34M Sell
30,943
-1,427
-4% -$104K 0.08% 106
2025
Q2 		$2.25M Sell
32,370
-1,161
-3% -$80.6K 0.09% 105
2025
Q1 		$2.38M Sell
33,531
-2,722
-8% -$192K 0.11% 99
2024
Q4 		$2.6M Buy
36,253
+1,019
+3% +$79.2K 0.11% 95
2024
Q3 		$2.98M Sell
35,234
-497
-1% -$38.8K 0.14% 85
2024
Q2 		$2.53M Sell
35,731
-2,342
-6% -$166K 0.13% 93
2024
Q1 		$2.43M Sell
38,073
-20,997
-36% -$1.23M 0.13% 94
2023
Q4 		$3.59M Sell
59,070
-41,543
-41% -$2.37M 0.21% 75
2023
Q3 		$5.76M Sell
100,613
-48,602
-33% -$3.36M 0.39% 52
2023
Q2 		$11.1M Sell
149,215
-6,862
-4% -$520K 0.74% 34
2023
Q1 		$12M Sell
156,077
-5,694
-4% -$438K 0.95% 29
2022
Q4 		$13.5M Sell
161,771
-1,994
-1% -$161K 1.2% 22
2022
Q3 		$12.9M Sell
163,765
-1,422
-0.9% -$121K 1.2% 22
2022
Q2 		$12.8M Buy
165,187
+201
+0.1% +$15.3K 1.21% 21
2022
Q1 		$14M Sell
164,986
-3,273
-2% -$262K 1.14% 25
2021
Q4 		$15.6M Buy
168,259
+167,701
+30,054% +$14.5M 1.24% 21
2021
Q3 		$558K Sell
558
-153,128
-100% -$12.3M 0.07% 100
2021
Q2 		$11.3M Buy
153,686
+9,313
+6% +$699K 1.15% 28
2021
Q1 		$10.9M Buy
144,373
+9,802
+7% +$765K 1.31% 25
2020
Q4 		$10.4M Buy
134,571
+4,451
+3% +$333K 1.44% 21
2020
Q3 		$9.03M Buy
130,120
+5,692
+5% +$393K 1.93% 17
2020
Q2 		$7.47M Sell
124,428
-2,232
-2% -$134K 1.65% 21
2020
Q1 		$7.62M Buy
126,660
+968
+0.8% +$60.8K 2.16% 13
2019
Q4 		$7.61M Sell
125,692
-4,124
-3% -$241K 1.92% 16
2019
Q3 		$7.56M Sell
129,816
-5,108
-4% -$276K 2.17% 14
2019
Q2 		$6.91M Sell
134,924
-3,496
-3% -$172K 2.01% 16
2019
Q1 		$6.69M Sell
138,420
-264
-0.2% -$12.1K 1.99% 18
2018
Q4 		$6.03M Buy
138,684
+19,820
+17% +$867K 2.12% 17
2018
Q3 		$4.96M Buy
118,864
+60,324
+103% +$2.57M 1.35% 25
2018
Q2 		$2.47M Buy
58,540
+38,668
+195% +$1.56M 0.74% 34
2018
Q1 		$811K Buy
+19,872
New +$766K 0.26% 52

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NEE Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its NextEra Energy (NEE) stake by 3% in Q2 2026, buying an estimated $81.7K and bringing the position to 30,529 shares worth $2.68M. The position accounts for 0.07% of the portfolio, ranked #112.

Gerber Kawasaki Wealth & Investment Management first reported a position in NEE in Q1 2018 and has held it in 34 quarters since. The position peaked at $15.6M in Q4 2021. 1,960 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 30,529 shares of NextEra Energy worth $2.68M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 903 NextEra Energy shares in Q2 2026, an estimated $81.7K.
  • NextEra Energy made up 0.07% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #112 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in NextEra Energy in Q1 2018 and has held it in 34 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's NextEra Energy position peaked at $15.6M in Q4 2021.
  • 1,960 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.