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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
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
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

Key Financial Inc's NEE Position: Q1 2026 in Review

Key Financial Inc reduced its NextEra Energy (NEE) stake by 4.2% in Q1 2026, selling an estimated $9.69K and leaving 2,502 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #272.

Key Financial Inc first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.66M in Q4 2020. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Key Financial Inc held 2,502 shares of NextEra Energy worth $232K as of Q1 2026.
  • Key Financial Inc sold 109 NextEra Energy shares in Q1 2026, an estimated $9.69K.
  • NextEra Energy made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #272 holding.
  • Key Financial Inc first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's NextEra Energy position peaked at $1.66M in Q4 2020.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.