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Keebeck Wealth Management’s NextEra Energy NEE Stock Holding History

Keebeck Wealth 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
Q1 		$1.34M Buy
14,398
+1,268
+10% +$113K 0.15% 137
2025
Q4 		$1.05M Buy
13,130
+121
+0.9% +$10K 0.12% 146
2025
Q3 		$982K Sell
13,009
-151
-1% -$11K 0.12% 149
2025
Q2 		$914K Buy
13,160
+13
+0.1% +$903 0.12% 144
2025
Q1 		$932K Buy
13,147
+312
+2% +$22K 0.14% 133
2024
Q4 		$920K Buy
12,835
+100
+0.8% +$7.77K 0.13% 133
2024
Q3 		$1.08M Sell
12,735
-189
-1% -$14.7K 0.16% 130
2024
Q2 		$915K Hold
12,924
– – 0.13% 134
2024
Q1 		$826K Buy
12,924
+137
+1% +$8.03K 0.12% 146
2023
Q4 		$777K Buy
12,787
+38
+0.3% +$2.17K 0.13% 142
2023
Q3 		$730K Buy
12,749
+68
+0.5% +$4.71K 0.13% 139
2023
Q2 		$941K Sell
12,681
-900
-7% -$68.1K 0.13% 133
2023
Q1 		$1.05M Sell
13,581
-15
-0.1% -$1.15K 0.17% 112
2022
Q4 		$1.14M Buy
13,596
+85
+0.6% +$6.87K 0.2% 107
2022
Q3 		$1.06M Buy
13,511
+601
+5% +$51K 0.2% 107
2022
Q2 		$1M Sell
12,910
-206
-2% -$15.7K 0.19% 112
2022
Q1 		$1.11M Buy
13,116
+2
+0% +$160 0.18% 112
2021
Q4 		$1.22M Buy
13,114
+369
+3% +$31.9K 0.22% 95
2021
Q3 		$1M Sell
12,745
-3,096
-20% -$250K 0.2% 103
2021
Q2 		$1.16M Buy
15,841
+2,084
+15% +$156K 0.17% 108
2021
Q1 		$1.04M Buy
13,757
+2
+0% +$156 0.16% 105
2020
Q4 		$1.06M Buy
13,755
+1,295
+10% +$96.9K 0.18% 87
2020
Q3 		$864K Sell
12,460
-1,552
-11% -$107K 0.18% 87
2020
Q2 		$841K Sell
14,012
-14,672
-51% -$878K 0.27% 79
2020
Q1 		$1.73M Sell
28,684
-276
-1% -$17.3K 0.72% 30
2019
Q4 		$1.75M Buy
+28,960
New +$1.69M 0.56% 44

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keebeck Wealth Management's NEE Position: Q1 2026 in Review

Keebeck Wealth Management increased its NextEra Energy (NEE) stake by 9.7% in Q1 2026, buying an estimated $113K and bringing the position to 14,398 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #137.

Keebeck Wealth Management first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.75M in Q4 2019. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Keebeck Wealth Management held 14,398 shares of NextEra Energy worth $1.34M as of Q1 2026.
  • Keebeck Wealth Management bought 1,268 NextEra Energy shares in Q1 2026, an estimated $113K.
  • NextEra Energy made up 0.15% of Keebeck Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Keebeck Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's NextEra Energy position peaked at $1.75M in Q4 2019.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.