Kessler Investment Group’s NextEra Energy NEE Stock Holding History

Kessler Investment Group’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	$372K	Buy	4,238 +58	+1%	+$5.25K	0.16%	63
2026 Q1	$388K	Sell	4,180 -872	-17%	-$77.5K	0.18%	54
2025 Q4	$406K	Sell	5,052 -219	-4%	-$18.1K	0.17%	58
2025 Q3	$398K	Buy	5,271 +179	+4%	+$13.1K	0.17%	60
2025 Q2	$353K	Sell	5,092 -251	-5%	-$17.4K	0.15%	64
2025 Q1	$379K	Sell	5,343 -379	-7%	-$26.8K	0.19%	61
2024 Q4	$410K	Sell	5,722 -399	-7%	-$31K	0.19%	58
2024 Q3	$517K	Hold	6,121	–	–	0.27%	53
2024 Q2	$433K	Buy	6,121 +259	+4%	+$18.4K	0.23%	58
2024 Q1	$375K	Buy	5,862 +2,337	+66%	+$137K	0.23%	53
2023 Q4	$214K	Buy	+3,525	New	+$201K	0.13%	57

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Kessler Investment Group's NEE Position: Q2 2026 in Review

Kessler Investment Group increased its NextEra Energy (NEE) stake by 1.4% in Q2 2026, buying an estimated $5.25K and bringing the position to 4,238 shares worth $372K. The position accounts for 0.16% of the portfolio, ranked #63.

Kessler Investment Group first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $517K in Q3 2024. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Kessler Investment Group held 4,238 shares of NextEra Energy worth $372K as of Q2 2026.
Kessler Investment Group bought 58 NextEra Energy shares in Q2 2026, an estimated $5.25K.
NextEra Energy made up 0.16% of Kessler Investment Group's portfolio in Q2 2026, its #63 holding.
Kessler Investment Group first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Kessler Investment Group's NextEra Energy position peaked at $517K in Q3 2024.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kessler Investment Group's 13F filing for Q2 2026, filed 13 Jul 2026.