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Key Client Fiduciary Advisors’s NextEra Energy NEE Stock Holding History

Key Client Fiduciary Advisors’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 		$1.04M Buy
11,889
+293
+3% +$26.5K 0.3% 67
2026
Q1 		$1.08M Buy
11,596
+209
+2% +$18.6K 0.37% 61
2025
Q4 		$914K Buy
11,387
+229
+2% +$19K 0.31% 65
2025
Q3 		$842K Buy
11,158
+709
+7% +$51.8K 0.28% 74
2025
Q2 		$725K Buy
10,449
+372
+4% +$25.8K 0.29% 79
2025
Q1 		$714K Buy
10,077
+56
+0.6% +$3.95K 0.32% 69
2024
Q4 		$718K Sell
10,021
-395
-4% -$30.7K 0.32% 76
2024
Q3 		$880K Sell
10,416
-171
-2% -$13.3K 0.39% 59
2024
Q2 		$750K Buy
10,587
+868
+9% +$61.6K 0.37% 62
2024
Q1 		$621K Buy
9,719
+1,006
+12% +$58.9K 0.33% 70
2023
Q4 		$529K Sell
8,713
-731
-8% -$41.7K 0.31% 78
2023
Q3 		$541K Buy
9,444
+460
+5% +$31.8K 0.33% 73
2023
Q2 		$667K Buy
8,984
+540
+6% +$40.9K 0.39% 55
2023
Q1 		$651K Buy
8,444
+25
+0.3% +$1.92K 0.41% 54
2022
Q4 		$704K Buy
8,419
+4,651
+123% +$376K 0.48% 50
2022
Q3 		$295K Sell
3,768
-121
-3% -$10.3K 0.27% 78
2022
Q2 		$301K Sell
3,889
-7
-0.2% -$533 0.29% 79
2022
Q1 		$330K Sell
3,896
-61
-2% -$4.89K 0.26% 91
2021
Q4 		$369K Buy
+3,957
New +$342K 0.3% 82

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

Key Client Fiduciary Advisors's NEE Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its NextEra Energy (NEE) stake by 2.5% in Q2 2026, buying an estimated $26.5K and bringing the position to 11,889 shares worth $1.04M. The position accounts for 0.3% of the portfolio, ranked #67.

Key Client Fiduciary Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Key Client Fiduciary Advisors held 11,889 shares of NextEra Energy worth $1.04M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 293 NextEra Energy shares in Q2 2026, an estimated $26.5K.
  • NextEra Energy made up 0.3% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #67 holding.
  • Key Client Fiduciary Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's NextEra Energy position peaked at $1.08M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.