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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
Q2 		$24.4M Sell
278,369
-8,090
-3% -$732K 0.27% 74
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Private Wealth Services's NEE Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its NextEra Energy (NEE) stake by 2.8% in Q2 2026, selling an estimated $732K and leaving 278,369 shares worth $24.4M. The position accounts for 0.27% of the portfolio, ranked #74.

Kestra Private Wealth Services first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $26.6M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Kestra Private Wealth Services held 278,369 shares of NextEra Energy worth $24.4M as of Q2 2026.
  • Kestra Private Wealth Services sold 8,090 NextEra Energy shares in Q2 2026, an estimated $732K.
  • NextEra Energy made up 0.27% of Kestra Private Wealth Services's portfolio in Q2 2026, its #74 holding.
  • Kestra Private Wealth Services first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's NextEra Energy position peaked at $26.6M in Q1 2026.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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