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 Q2	$220K	Hold	2,502	–	–	0.04%	285
2026 Q1	$232K	Sell	2,502 -109	-4%	-$9.69K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Key Financial Inc's NEE Position: Q2 2026 in Review

Key Financial Inc held its NextEra Energy (NEE) position steady in Q2 2026 at 2,502 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #285.

Key Financial Inc first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.66M in Q4 2020. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Key Financial Inc held 2,502 shares of NextEra Energy worth $220K as of Q2 2026.
Key Financial Inc left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #285 holding.
Key Financial Inc first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
Key Financial Inc's NextEra Energy position peaked at $1.66M in Q4 2020.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.