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Kathmere Capital Management’s NextEra Energy NEE Stock Holding History

Kathmere Capital 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 		$1.25M Buy
14,248
+2,769
+24% +$250K 0.07% 203
2026
Q1 		$1.07M Buy
11,479
+1,852
+19% +$165K 0.07% 206
2025
Q4 		$773K Buy
9,627
+2,059
+27% +$171K 0.05% 238
2025
Q3 		$571K Buy
7,568
+657
+10% +$48K 0.04% 268
2025
Q2 		$480K Buy
6,911
+197
+3% +$13.7K 0.04% 287
2025
Q1 		$476K Buy
6,714
+1,096
+20% +$77.4K 0.04% 255
2024
Q4 		$403K Buy
5,618
+538
+11% +$41.8K 0.04% 268
2024
Q3 		$429K Buy
+5,080
New +$396K 0.04% 226
2023
Q3 		– Sell
-3,315
Closed -$246K – 276
2023
Q2 		$246K Sell
3,315
-39
-1% -$2.95K 0.04% 198
2023
Q1 		$259K Sell
3,354
-325
-9% -$25K 0.04% 170
2022
Q4 		$308K Buy
3,679
+225
+7% +$18.2K 0.05% 141
2022
Q3 		$271K Buy
3,454
+19
+0.6% +$1.61K 0.05% 131
2022
Q2 		$266K Buy
3,435
+34
+1% +$2.59K 0.05% 138
2022
Q1 		$288K Buy
3,401
+717
+27% +$57.5K 0.05% 135
2021
Q4 		$251K Sell
2,684
-571
-18% -$49.3K 0.04% 121
2021
Q3 		$256K Buy
+3,255
New +$263K 0.05% 126
2021
Q2 		– Sell
-2,684
Closed -$203K – 133
2021
Q1 		$203K Hold
2,684
– – 0.04% 131
2020
Q4 		$207K Buy
2,684
+84
+3% +$6.28K 0.04% 124
2020
Q3 		$180K Sell
2,600
-1,364
-34% -$94.2K 0.04% 121
2020
Q2 		$238K Hold
3,964
– – 0.07% 96
2020
Q1 		$238K Hold
3,964
– – 0.09% 70
2019
Q4 		$240K Buy
+3,964
New +$231K 0.09% 94

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kathmere Capital Management's NEE Position: Q2 2026 in Review

Kathmere Capital Management increased its NextEra Energy (NEE) stake by 24% in Q2 2026, buying an estimated $250K and bringing the position to 14,248 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #203.

Kathmere Capital Management first reported a position in NEE in Q4 2019 and has held it in 22 quarters since. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Kathmere Capital Management held 14,248 shares of NextEra Energy worth $1.25M as of Q2 2026.
  • Kathmere Capital Management bought 2,769 NextEra Energy shares in Q2 2026, an estimated $250K.
  • NextEra Energy made up 0.07% of Kathmere Capital Management's portfolio in Q2 2026, its #203 holding.
  • Kathmere Capital Management first reported a position in NextEra Energy in Q4 2019 and has held it in 22 quarters since.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.