Keyes Stange & Wooten Wealth Management’s NextEra Energy NEE Stock Holding History

Keyes Stange & Wooten Wealth Management’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	$703K	Sell	8,010 -6	-0.1%	-$543	0.28%	33
2026 Q1	$745K	Buy	8,016 +13	+0.2%	+$1.16K	0.33%	30
2025 Q4	$643K	Sell	8,003 -390	-5%	-$32.3K	0.3%	31
2025 Q3	$634K	Buy	8,393 +18	+0.2%	+$1.31K	0.31%	35
2025 Q2	$581K	Sell	8,375 -1,116	-12%	-$77.5K	0.3%	38
2025 Q1	$673K	Buy	9,491 +288	+3%	+$20.3K	0.38%	34
2024 Q4	$660K	Sell	9,203 -88	-0.9%	-$6.84K	0.39%	32
2024 Q3	$785K	Buy	9,291 +1,533	+20%	+$120K	0.47%	28
2024 Q2	$549K	Buy	7,758 +3,359	+76%	+$238K	0.38%	41
2024 Q1	$281K	Buy	4,399 +26	+0.6%	+$1.52K	0.25%	49
2023 Q4	$266K	Buy	+4,373	New	+$249K	0.28%	46

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's NEE Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its NextEra Energy (NEE) stake by 0.07% in Q2 2026, selling an estimated $543 and leaving 8,010 shares worth $703K. The position accounts for 0.28% of the portfolio, ranked #33.

Keyes Stange & Wooten Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $785K in Q3 2024. 1,360 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 8,010 shares of NextEra Energy worth $703K as of Q2 2026.
Keyes Stange & Wooten Wealth Management sold 6 NextEra Energy shares in Q2 2026, an estimated $543.
NextEra Energy made up 0.28% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #33 holding.
Keyes Stange & Wooten Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Keyes Stange & Wooten Wealth Management's NextEra Energy position peaked at $785K in Q3 2024.
1,360 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.