Keynote Financial Services’s NextEra Energy NEE Stock Holding History

Keynote Financial Services’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	$695K	Buy	7,484 +572	+8%	+$50.9K	0.37%	80
2025 Q4	$555K	Hold	6,912	–	–	0.31%	87
2025 Q3	$522K	Hold	6,912	–	–	0.31%	88
2025 Q2	$480K	Hold	6,912	–	–	0.32%	82
2025 Q1	$490K	Hold	6,912	–	–	0.35%	73
2024 Q4	$496K	Sell	6,912 -1,045	-13%	-$81.2K	0.38%	71
2024 Q3	$673K	Sell	7,957 -600	-7%	-$46.8K	0.51%	58
2024 Q2	$606K	Sell	8,557 -360	-4%	-$25.5K	0.51%	58
2024 Q1	$570K	Buy	+8,917	New	+$522K	0.48%	62

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keynote Financial Services's NEE Position: Q1 2026 in Review

Keynote Financial Services increased its NextEra Energy (NEE) stake by 8.3% in Q1 2026, buying an estimated $50.9K and bringing the position to 7,484 shares worth $695K. The position accounts for 0.37% of the portfolio, ranked #80.

Keynote Financial Services first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Keynote Financial Services held 7,484 shares of NextEra Energy worth $695K as of Q1 2026.
Keynote Financial Services bought 572 NextEra Energy shares in Q1 2026, an estimated $50.9K.
NextEra Energy made up 0.37% of Keynote Financial Services's portfolio in Q1 2026, its #80 holding.
Keynote Financial Services first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.