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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
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 $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

Kelleher Financial Advisors's NEE Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its NextEra Energy (NEE) stake by 21% in Q1 2026, selling an estimated $61.4K and leaving 2,536 shares worth $184K. 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 3 quarters since. The position peaked at $259K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Kelleher Financial Advisors held 2,536 shares of NextEra Energy worth $184K as of Q1 2026.
  • Kelleher Financial Advisors sold 691 NextEra Energy shares in Q1 2026, an estimated $61.4K.
  • NextEra Energy made up 0.05% of Kelleher Financial Advisors's portfolio in Q1 2026, its #209 holding.
  • Kelleher Financial Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's NextEra Energy position peaked at $259K in Q4 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.