Kestra Advisory Services’s NextEra Energy NEE Stock Holding History

Kestra Advisory Services’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	$39.6M	Sell	451,292 -39,581	-8%	-$3.58M	0.13%	159
2026 Q1	$45.6M	Sell	490,873 -17,429	-3%	-$1.55M	0.17%	113
2025 Q4	$40.8M	Sell	508,302 -43,178	-8%	-$3.58M	0.17%	112
2025 Q3	$41.6M	Buy	551,480 +82,830	+18%	+$6.05M	0.19%	100
2025 Q2	$32.5M	Sell	468,650 -8,172	-2%	-$568K	0.16%	114
2025 Q1	$33.8M	Sell	476,822 -27,583	-5%	-$1.95M	0.16%	96
2024 Q4	$36.2M	Buy	504,405 +54,001	+12%	+$4.2M	0.2%	99
2024 Q3	$38.1M	Sell	450,404 -3,397	-0.7%	-$265K	0.21%	91
2024 Q2	$32.1M	Buy	453,801 +102,325	+29%	+$7.26M	0.18%	112
2024 Q1	$22.5M	Buy	351,476 +21,555	+7%	+$1.26M	0.15%	131
2023 Q4	$20M	Buy	329,921 +13,630	+4%	+$777K	0.16%	119
2023 Q3	$18.1M	Sell	316,291 -10,244	-3%	-$709K	0.18%	119
2023 Q2	$24.2M	Buy	326,535 +42,909	+15%	+$3.25M	0.24%	86
2023 Q1	$21.9M	Sell	283,626 -100,766	-26%	-$7.75M	0.24%	90
2022 Q4	$32.1M	Buy	384,392 +30,765	+9%	+$2.49M	0.29%	71
2022 Q3	$27.7M	Buy	353,627 +52,254	+17%	+$4.43M	0.3%	69
2022 Q2	$23.3M	Buy	301,373 +55,878	+23%	+$4.25M	0.24%	89
2022 Q1	$20.8M	Sell	245,495 -8,440	-3%	-$676K	0.22%	97
2021 Q4	$23.7M	Buy	253,935 +24,876	+11%	+$2.15M	0.24%	87
2021 Q3	$18M	Sell	229,059 -9,587	-4%	-$773K	0.18%	132
2021 Q2	$17.5M	Buy	238,646 +18,040	+8%	+$1.35M	0.2%	122
2021 Q1	$16.7M	Sell	220,606 -4,945	-2%	-$386K	0.21%	113
2020 Q4	$17.1M	Buy	225,551 +2,387	+1%	+$179K	0.2%	118
2020 Q3	$15.5M	Buy	+223,164	New	+$15.4M	0.29%	76

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 $3.37T 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

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

Kestra Advisory Services's NEE Position: Q2 2026 in Review

Kestra Advisory Services reduced its NextEra Energy (NEE) stake by 8.1% in Q2 2026, selling an estimated $3.58M and leaving 451,292 shares worth $39.6M. The position accounts for 0.13% of the portfolio, ranked #159.

Kestra Advisory Services first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $45.6M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Kestra Advisory Services held 451,292 shares of NextEra Energy worth $39.6M as of Q2 2026.
Kestra Advisory Services sold 39,581 NextEra Energy shares in Q2 2026, an estimated $3.58M.
NextEra Energy made up 0.13% of Kestra Advisory Services's portfolio in Q2 2026, its #159 holding.
Kestra Advisory Services first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's NextEra Energy position peaked at $45.6M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.