Key Financial Inc
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Key Financial Inc’s NextEra Energy NEE Stock Holding History

Key Financial Inc’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
Q3 		$202K Buy
2,668
+166
+7% +$14K 0.03% 296
2026
Q2 		$220K Hold
2,502
– – 0.04% 285
2026
Q1 		$232K Sell
2,502
-109
-4% -$9.7K 0.04% 272
2025
Q4 		$210K Hold
2,611
– – 0.04% 285
2025
Q3 		$205K Sell
2,611
-422
-14% -$30.8K 0.04% 287
2025
Q2 		$211K Hold
3,033
– – 0.04% 270
2025
Q1 		$215K Hold
3,033
– – 0.05% 257
2024
Q4 		$217K Sell
3,033
-1,030
-25% -$80K 0.05% 243
2024
Q3 		$343K Buy
4,063
+48
+1% +$3.75K 0.08% 192
2024
Q2 		$284K Hold
4,015
– – 0.07% 199
2024
Q1 		$257K Sell
4,015
-1,314
-25% -$77K 0.07% 202
2023
Q4 		$324K Sell
5,329
-52
-1% -$2.96K 0.09% 170
2023
Q3 		$308K Sell
5,381
-152
-3% -$10.5K 0.1% 158
2023
Q2 		$411K Buy
5,533
+177
+3% +$13.4K 0.14% 132
2023
Q1 		$413K Hold
5,356
– – 0.15% 122
2022
Q4 		$420K Hold
5,356
– – 0.2% 101
2022
Q3 		$420K Buy
5,356
+143
+3% +$12.1K 0.2% 101
2022
Q2 		$420K Buy
5,213
+500
+11% +$38.1K 0.23% 86
2022
Q1 		$399K Sell
4,713
-9,165
-66% -$735K 0.2% 98
2021
Q4 		$1.3M Hold
13,878
– – 0.65% 29
2021
Q3 		$1.09M Hold
13,878
– – 0.62% 29
2021
Q2 		$1.08M Sell
13,878
-2,000
-13% -$150K 0.6% 29
2021
Q1 		$1.2M Sell
15,878
-5,650
-26% -$441K 0.79% 24
2020
Q4 		$1.66M Hold
21,528
– – 1.24% 16
2020
Q3 		$1.49M Hold
21,528
– – 1.53% 16
2020
Q2 		$1.28M Buy
21,528
+2,096
+11% +$125K 1.47% 18
2020
Q1 		$1.2M Hold
19,432
– – 1.23% 17
2019
Q4 		$1.18M Buy
+19,432
New +$1.13M 1.1% 19

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Key Financial Inc's NEE Position: Q3 2026 in Review

Key Financial Inc increased its NextEra Energy (NEE) stake by 6.6% in Q3 2026, buying an estimated $14K and bringing the position to 2,668 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #296.

Key Financial Inc first reported a position in NEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.66M in Q4 2020. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Key Financial Inc held 2,668 shares of NextEra Energy worth $202K as of Q3 2026.
  • Key Financial Inc bought 166 NextEra Energy shares in Q3 2026, an estimated $14K.
  • NextEra Energy made up 0.03% of Key Financial Inc's portfolio in Q3 2026, its #296 holding.
  • Key Financial Inc first reported a position in NextEra Energy in Q4 2019 and has held it in 28 quarters since.
  • Key Financial Inc's NextEra Energy position peaked at $1.66M in Q4 2020.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.