Kelly Lawrence W & Associates’s NextEra Energy NEE Stock Holding History

Kelly Lawrence W & Associates’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	$1.77M	Buy	20,180 +6,895	+52%	+$624K	0.38%	35
2026 Q1	$1.23M	Buy	13,285 +6,425	+94%	+$571K	0.34%	39
2025 Q4	$551K	Buy	6,860 +400	+6%	+$33.1K	0.13%	57
2025 Q3	$488K	Buy	6,460 +4,800	+289%	+$351K	0.12%	58
2025 Q2	$115K	Hold	1,660	–	–	0.03%	92
2025 Q1	$118K	Hold	1,660	–	–	0.03%	96
2024 Q4	$119K	Hold	1,660	–	–	0.03%	98
2024 Q3	$140K	Sell	1,660 -1,400	-46%	-$109K	0.03%	94
2024 Q2	$217K	Hold	3,060	–	–	0.05%	80
2024 Q1	$196K	Hold	3,060	–	–	0.04%	80
2023 Q4	$186K	Hold	3,060	–	–	0.04%	80
2023 Q3	$175K	Hold	3,060	–	–	0.05%	78
2023 Q2	$229K	Hold	3,060	–	–	0.06%	73
2023 Q1	$236K	Hold	3,060	–	–	0.06%	70
2022 Q4	$256K	Hold	3,060	–	–	0.07%	68
2022 Q3	$240K	Hold	3,060	–	–	0.07%	79
2022 Q2	$237K	Hold	3,060	–	–	0.06%	76
2022 Q1	$259K	Hold	3,060	–	–	0.06%	70
2021 Q4	$285K	Hold	3,060	–	–	0.06%	66
2021 Q3	$240K	Hold	3,060	–	–	0.05%	69
2021 Q2	$224K	Hold	3,060	–	–	0.05%	73
2021 Q1	$232K	Buy	3,060 +2,800	+1,077%	+$219K	0.05%	68
2020 Q4	$20K	Hold	260	–	–	0.01%	83
2020 Q3	$18K	Hold	260	–	–	0.01%	111
2020 Q2	$16K	Hold	260	–	–	﹤0.01%	108
2020 Q1	$16K	Buy	+260	New	+$16.3K	﹤0.01%	109

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Kelly Lawrence W & Associates's NEE Position: Q2 2026 in Review

Kelly Lawrence W & Associates increased its NextEra Energy (NEE) stake by 52% in Q2 2026, buying an estimated $624K and bringing the position to 20,180 shares worth $1.77M. The position accounts for 0.38% of the portfolio, ranked #35.

Kelly Lawrence W & Associates first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Kelly Lawrence W & Associates held 20,180 shares of NextEra Energy worth $1.77M as of Q2 2026.
Kelly Lawrence W & Associates bought 6,895 NextEra Energy shares in Q2 2026, an estimated $624K.
NextEra Energy made up 0.38% of Kelly Lawrence W & Associates's portfolio in Q2 2026, its #35 holding.
Kelly Lawrence W & Associates first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.