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Kestra Private Wealth Services’s NextEra Energy NEE Stock Holding History

Kestra Private Wealth 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
Q1 		$26.6M Buy
286,459
+3,655
+1% +$325K 0.33% 59
2025
Q4 		$22.7M Sell
282,804
-3,433
-1% -$284K 0.28% 74
2025
Q3 		$21.6M Buy
286,237
+15,316
+6% +$1.12M 0.28% 73
2025
Q2 		$18.8M Buy
270,921
+21,772
+9% +$1.51M 0.27% 75
2025
Q1 		$17.7M Buy
249,149
+14,421
+6% +$1.02M 0.29% 72
2024
Q4 		$16.8M Buy
234,728
+19,023
+9% +$1.48M 0.29% 71
2024
Q3 		$18.2M Buy
215,705
+8,444
+4% +$659K 0.33% 60
2024
Q2 		$14.7M Buy
207,261
+5,819
+3% +$413K 0.29% 73
2024
Q1 		$12.9M Sell
201,442
-4,753
-2% -$278K 0.29% 80
2023
Q4 		$12.5M Buy
206,195
+16,648
+9% +$949K 0.32% 77
2023
Q3 		$10.9M Buy
189,547
+36,168
+24% +$2.5M 0.34% 69
2023
Q2 		$11.4M Buy
153,379
+22,832
+17% +$1.73M 0.39% 56
2023
Q1 		$10.1M Buy
130,547
+19,064
+17% +$1.47M 0.4% 62
2022
Q4 		$9.32M Buy
111,483
+4,098
+4% +$331K 0.47% 49
2022
Q3 		$8.42M Buy
107,385
+4,468
+4% +$379K 0.49% 42
2022
Q2 		$7.97M Buy
102,917
+40,359
+65% +$3.07M 0.45% 44
2022
Q1 		$5.3M Buy
62,558
+557
+0.9% +$44.6K 0.26% 89
2021
Q4 		$5.79M Buy
62,001
+5,426
+10% +$469K 0.28% 83
2021
Q3 		$4.44M Buy
56,575
+5,725
+11% +$462K 0.25% 96
2021
Q2 		$3.73M Buy
50,850
+6,630
+15% +$498K 0.23% 107
2021
Q1 		$3.34M Buy
44,220
+4,301
+11% +$336K 0.23% 103
2020
Q4 		$3.03M Sell
39,919
-3,937
-9% -$295K 0.22% 113
2020
Q3 		$3.04M Buy
+43,856
New +$3.03M 0.26% 89

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Private Wealth Services's NEE Position: Q1 2026 in Review

Kestra Private Wealth Services increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $325K and bringing the position to 286,459 shares worth $26.6M. The position accounts for 0.33% of the portfolio, ranked #59.

Kestra Private Wealth Services first reported a position in NEE in Q3 2020 and has held it in 23 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Kestra Private Wealth Services held 286,459 shares of NextEra Energy worth $26.6M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,655 NextEra Energy shares in Q1 2026, an estimated $325K.
  • NextEra Energy made up 0.33% of Kestra Private Wealth Services's portfolio in Q1 2026, its #59 holding.
  • Kestra Private Wealth Services first reported a position in NextEra Energy in Q3 2020 and has held it in 23 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.