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 Q2	$694K	Buy	7,906 +422	+6%	+$38.2K	0.32%	82
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Keynote Financial Services's NEE Position: Q2 2026 in Review

Keynote Financial Services increased its NextEra Energy (NEE) stake by 5.6% in Q2 2026, buying an estimated $38.2K and bringing the position to 7,906 shares worth $694K. The position accounts for 0.32% of the portfolio, ranked #82.

Keynote Financial Services first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $695K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Keynote Financial Services held 7,906 shares of NextEra Energy worth $694K as of Q2 2026.
Keynote Financial Services bought 422 NextEra Energy shares in Q2 2026, an estimated $38.2K.
NextEra Energy made up 0.32% of Keynote Financial Services's portfolio in Q2 2026, its #82 holding.
Keynote Financial Services first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Keynote Financial Services's NextEra Energy position peaked at $695K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.