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Kelleher Financial Advisors’s NextEra Energy NEE Stock Holding History

Kelleher Financial Advisors’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 		$369K Buy
4,208
+1,672
+66% +$151K 0.05% 209
2026
Q1 		$184K Sell
2,536
-691
-21% -$61.4K 0.05% 209
2025
Q4 		$259K Buy
3,227
+29
+0.9% +$2.4K 0.06% 183
2025
Q3 		$241K Buy
+3,198
New +$234K 0.06% 166

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kelleher Financial Advisors's NEE Position: Q2 2026 in Review

Kelleher Financial Advisors increased its NextEra Energy (NEE) stake by 66% in Q2 2026, buying an estimated $151K and bringing the position to 4,208 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #209.

Kelleher Financial Advisors first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Kelleher Financial Advisors held 4,208 shares of NextEra Energy worth $369K as of Q2 2026.
  • Kelleher Financial Advisors bought 1,672 NextEra Energy shares in Q2 2026, an estimated $151K.
  • NextEra Energy made up 0.05% of Kelleher Financial Advisors's portfolio in Q2 2026, its #209 holding.
  • Kelleher Financial Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.