KCM Investment Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.8M | Sell |
353,566
-7,483
| -2% | -$665K | 1.09% | 29 |
|
|
2025
Q4 | $29M | Sell |
361,049
-5,016
| -1% | -$415K | 0.93% | 32 |
|
|
2025
Q3 | $27.6M | Buy |
366,065
+17,714
| +5% | +$1.29M | 0.89% | 33 |
|
|
2025
Q2 | $24.2M | Sell |
348,351
-1,609
| -0.5% | -$112K | 0.81% | 37 |
|
|
2025
Q1 | $24.8M | Sell |
349,960
-4,277
| -1% | -$302K | 0.89% | 35 |
|
|
2024
Q4 | $25.4M | Sell |
354,237
-4,241
| -1% | -$329K | 0.88% | 35 |
|
|
2024
Q3 | $30.3M | Sell |
358,478
-9,809
| -3% | -$765K | 1.03% | 30 |
|
|
2024
Q2 | $26.1M | Sell |
368,287
-1,797
| -0.5% | -$127K | 0.94% | 34 |
|
|
2024
Q1 | $23.7M | Sell |
370,084
-615
| -0.2% | -$36K | 0.87% | 35 |
|
|
2023
Q4 | $22.5M | Sell |
370,699
-11,454
| -3% | -$653K | 0.9% | 34 |
|
|
2023
Q3 | $21.9M | Sell |
382,153
-39,297
| -9% | -$2.72M | 0.94% | 31 |
|
|
2023
Q2 | $31.3M | Sell |
421,450
-11,516
| -3% | -$872K | 1.25% | 19 |
|
|
2023
Q1 | $33.4M | Sell |
432,966
-8,604
| -2% | -$662K | 1.35% | 18 |
|
|
2022
Q4 | $36.9M | Sell |
441,570
-4,171
| -0.9% | -$337K | 1.59% | 11 |
|
|
2022
Q3 | $35M | Sell |
445,741
-2,095
| -0.5% | -$178K | 1.62% | 12 |
|
|
2022
Q2 | $34.7M | Buy |
447,836
+1,309
| +0.3% | +$99.7K | 1.51% | 13 |
|
|
2022
Q1 | $37.8M | Sell |
446,527
-7,952
| -2% | -$637K | 1.38% | 16 |
|
|
2021
Q4 | $42.4M | Sell |
454,479
-10,401
| -2% | -$899K | 1.48% | 11 |
|
|
2021
Q3 | $36.5M | Sell |
464,880
-5,409
| -1% | -$436K | 1.45% | 12 |
|
|
2021
Q2 | $34.5M | Buy |
470,289
+1,862
| +0.4% | +$140K | 1.39% | 14 |
|
|
2021
Q1 | $35.4M | Sell |
468,427
-2,399
| -0.5% | -$187K | 1.57% | 10 |
|
|
2020
Q4 | $36.3M | Buy |
470,826
+498
| +0.1% | +$37.3K | 1.75% | 9 |
|
|
2020
Q3 | $32.6M | Buy |
470,328
+6,596
| +1% | +$455K | 1.81% | 9 |
|
|
2020
Q2 | $27.8M | Buy |
463,732
+18,868
| +4% | +$1.13M | 1.57% | 13 |
|
|
2020
Q1 | $26.8M | Sell |
444,864
-12,228
| -3% | -$769K | 1.8% | 10 |
|
|
2019
Q4 | $27.7M | Buy |
457,092
+3,844
| +0.8% | +$224K | 1.5% | 14 |
|
|
2019
Q3 | $26.4M | Sell |
453,248
-372
| -0.1% | -$20.1K | 1.53% | 14 |
|
|
2019
Q2 | $23.2M | Buy |
453,620
+9,116
| +2% | +$449K | 1.39% | 17 |
|
|
2019
Q1 | $21.5M | Buy |
444,504
+11,364
| +3% | +$520K | 1.39% | 18 |
|
|
2018
Q4 | $18.8M | Sell |
433,140
-6,096
| -1% | -$267K | 1.24% | 16 |
|
|
2018
Q3 | $18.4M | Sell |
439,236
-2,480
| -0.6% | -$106K | 1.05% | 20 |
|
|
2018
Q2 | $18.4M | Sell |
441,716
-3,360
| -0.8% | -$136K | 1.14% | 18 |
|
|
2018
Q1 | $18.2M | Sell |
445,076
-6,820
| -2% | -$263K | 1.1% | 20 |
|
|
2017
Q4 | $17.6M | Buy |
451,896
+3,220
| +0.7% | +$124K | 1.03% | 21 |
|
|
2017
Q3 | $16.4M | Buy |
448,676
+1,540
| +0.3% | +$56.4K | 1% | 19 |
|
|
2017
Q2 | $15.7M | Buy |
447,136
+2,032
| +0.5% | +$69.5K | 0.98% | 21 |
|
|
2017
Q1 | $14.3M | Buy |
445,104
+3,528
| +0.8% | +$111K | 0.91% | 24 |
|
|
2016
Q4 | $13.2M | Sell |
441,576
-12,328
| -3% | -$368K | 0.89% | 22 |
|
|
2016
Q3 | $13.9M | Buy |
453,904
+11,404
| +3% | +$359K | 0.95% | 20 |
|
|
2016
Q2 | $14.4M | Sell |
442,500
-4,408
| -1% | -$132K | 1.01% | 17 |
|
|
2016
Q1 | $13.2M | Sell |
446,908
-6,896
| -2% | -$194K | 0.97% | 18 |
|
|
2015
Q4 | $11.8M | Buy |
453,804
+1,932
| +0.4% | +$48.9K | 0.93% | 18 |
|
|
2015
Q3 | $11M | Buy |
451,872
+800
| +0.2% | +$20.3K | 0.91% | 19 |
|
|
2015
Q2 | $11.1M | Buy |
451,072
+16,300
| +4% | +$414K | 0.88% | 18 |
|
|
2015
Q1 | $11.3M | Buy |
434,772
+24,476
| +6% | +$646K | 0.9% | 17 |
|
|
2014
Q4 | $10.9M | Buy |
410,296
+24,080
| +6% | +$608K | 0.92% | 16 |
|
|
2014
Q3 | $9.06M | Buy |
386,216
+25,128
| +7% | +$607K | 0.83% | 24 |
|
|
2014
Q2 | $9.25M | Buy |
361,088
+12,324
| +4% | +$300K | 0.86% | 21 |
|
|
2014
Q1 | $8.34M | Buy |
348,764
+5,872
| +2% | +$133K | 0.86% | 20 |
|
|
2013
Q4 | $7.34M | Buy |
342,892
+5,668
| +2% | +$119K | 0.8% | 21 |
|
|
2013
Q3 | $6.76M | Sell |
337,224
-140
| -0% | -$2.89K | 0.81% | 21 |
|
|
2013
Q2 | $6.87M | Buy |
+337,364
| New | +$6.69M | 0.83% | 24 |
|
Other funds holding NEE
VCM
VPM
KCM Investment Advisors's NEE Position: Q1 2026 in Review
KCM Investment Advisors reduced its NextEra Energy (NEE) stake by 2.1% in Q1 2026, selling an estimated $665K and leaving 353,566 shares worth $32.8M. The position accounts for 1.09% of the portfolio, ranked #29.
KCM Investment Advisors first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.4M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- KCM Investment Advisors held 353,566 shares of NextEra Energy worth $32.8M as of Q1 2026.
- KCM Investment Advisors sold 7,483 NextEra Energy shares in Q1 2026, an estimated $665K.
- NextEra Energy made up 1.09% of KCM Investment Advisors's portfolio in Q1 2026, its #29 holding.
- KCM Investment Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- KCM Investment Advisors's NextEra Energy position peaked at $42.4M in Q4 2021.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.