Keener Financial Planning’s NextEra Energy NEE Stock Holding History

Keener Financial Planning’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
2025 Q4	–	Sell	-80	Closed	-$6K	–	143
2025 Q3	$6K	Hold	80	–	–	﹤0.01%	173
2025 Q2	$5K	Hold	80	–	–	﹤0.01%	185
2025 Q1	$5K	Buy	+80	New	+$5.65K	﹤0.01%	148
2024 Q4	–	Sell	-85	Closed	-$7K	–	183
2024 Q3	$7K	Hold	85	–	–	﹤0.01%	149
2024 Q2	$6K	Sell	85 -157	-65%	-$11.1K	﹤0.01%	157
2024 Q1	$16K	Buy	+242	New	+$14.2K	0.01%	134

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Keener Financial Planning's NEE Position: Q4 2025 in Review

Keener Financial Planning sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 80 shares — an estimated $6K sold.

Keener Financial Planning first reported a position in NEE in Q1 2024 and held it in 6 quarters. The position peaked at $16K in Q1 2024. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Keener Financial Planning reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 80 NextEra Energy shares in Q4 2025, an estimated $6K.
Keener Financial Planning first reported a position in NextEra Energy in Q1 2024 and held it in 6 quarters.
Keener Financial Planning's NextEra Energy position peaked at $16K in Q1 2024.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.