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 Q2	$980K	Buy	11,171 +284	+3%	+$25.7K	0.02%	232
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	Buy	9,475 +535	+6%	+$39.1K	0.02%	232
2025 Q2	$621K	Sell	8,940 -3,178	-26%	-$221K	0.02%	255
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 $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

Kestra Investment Management's NEE Position: Q2 2026 in Review

Kestra Investment Management increased its NextEra Energy (NEE) stake by 2.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 11,171 shares worth $980K. The position accounts for 0.02% of the portfolio, ranked #232.

Kestra Investment Management first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Kestra Investment Management held 11,171 shares of NextEra Energy worth $980K as of Q2 2026.
Kestra Investment Management bought 284 NextEra Energy shares in Q2 2026, an estimated $25.7K.
NextEra Energy made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #232 holding.
Kestra Investment Management first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's NextEra Energy position peaked at $1.01M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.