Kestra Investment Management’s NextEra Energy NEE Stock Holding History

Kestra Investment Management’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	$1.01M	Buy	10,887 +862	+9%	+$76.6K	0.02%	211
2025 Q4	$805K	Buy	10,025 +550	+6%	+$45.6K	0.02%	223
2025 Q3	$715K	Sell	9,475 -11,583	-55%	-$846K	0.02%	232
2025 Q2	$1.48M	Buy	21,058 +8,940	+74%	+$621K	0.02%	222
2025 Q1	$859K	Buy	12,118 +4,020	+50%	+$284K	0.03%	190
2024 Q4	$581K	Sell	8,098 -70	-0.9%	-$5.44K	0.02%	209
2024 Q3	$690K	Buy	+8,168	New	+$637K	0.03%	161

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Investment Management's NEE Position: Q1 2026 in Review

Kestra Investment Management increased its NextEra Energy (NEE) stake by 8.6% in Q1 2026, buying an estimated $76.6K and bringing the position to 10,887 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #211.

Kestra Investment Management first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q2 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Kestra Investment Management held 10,887 shares of NextEra Energy worth $1.01M as of Q1 2026.
Kestra Investment Management bought 862 NextEra Energy shares in Q1 2026, an estimated $76.6K.
NextEra Energy made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #211 holding.
Kestra Investment Management first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's NextEra Energy position peaked at $1.48M in Q2 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.