Keating Financial Advisory Services’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
Q2
$253K Buy
2,877
+151
+6% +$13.7K 0.03% 320
2026
Q1
$253K Buy
2,726
+52
+2% +$4.62K 0.04% 289
2025
Q4
$215K Buy
+2,674
New +$221K 0.03% 358

Other funds holding NEE

Keating Financial Advisory Services's NEE Position: Q2 2026 in Review

Keating Financial Advisory Services increased its NextEra Energy (NEE) stake by 5.5% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,877 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #320.

Keating Financial Advisory Services first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Keating Financial Advisory Services held 2,877 shares of NextEra Energy worth $253K as of Q2 2026.
  • Keating Financial Advisory Services bought 151 NextEra Energy shares in Q2 2026, an estimated $13.7K.
  • NextEra Energy made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #320 holding.
  • Keating Financial Advisory Services first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's NextEra Energy position peaked at $253K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.