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Keystone Financial Group (Kentucky)’s NextEra Energy NEE Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.55M Sell
16,645
-65
-0.4% -$5.78K 0.11% 150
2025
Q4 		$1.34M Buy
16,710
+160
+1% +$13.3K 0.1% 142
2025
Q3 		$1.26M Buy
16,550
+1,234
+8% +$90.2K 0.1% 136
2025
Q2 		$1.06M Buy
15,316
+88
+0.6% +$6.11K 0.1% 148
2025
Q1 		$1.08M Buy
15,228
+277
+2% +$19.6K 0.11% 136
2024
Q4 		$1.07M Buy
14,951
+1,186
+9% +$92.1K 0.11% 136
2024
Q3 		$1.16M Buy
13,765
+2,851
+26% +$222K 0.15% 107
2024
Q2 		$773K Sell
10,914
-201
-2% -$14.3K 0.28% 58
2024
Q1 		$710K Buy
11,115
+2,118
+24% +$124K 0.1% 140
2023
Q4 		$546K Sell
8,997
-93
-1% -$5.3K 0.1% 143
2023
Q3 		$521K Buy
9,090
+2,335
+35% +$162K 0.09% 151
2023
Q2 		$501K Buy
+6,755
New +$511K 0.09% 156
2022
Q4 		$554K Buy
6,633
+501
+8% +$40.5K 0.11% 139
2022
Q3 		$481K Buy
6,132
+18
+0.3% +$1.53K 0.1% 144
2022
Q2 		$474K Buy
6,114
+1,944
+47% +$148K 0.09% 156
2022
Q1 		$353K Buy
4,170
+49
+1% +$3.93K 0.06% 200
2021
Q4 		$385K Buy
4,121
+35
+0.9% +$3.02K 0.06% 197
2021
Q3 		$321K Sell
4,086
-16
-0.4% -$1.29K 0.06% 220
2021
Q2 		$301K Buy
4,102
+136
+3% +$10.2K 0.05% 224
2021
Q1 		$300K Buy
3,966
+214
+6% +$16.7K 0.06% 210
2020
Q4 		$289K Buy
3,752
+40
+1% +$2.99K 0.06% 200
2020
Q3 		$258K Buy
+3,712
New +$256K 0.06% 194

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

Keystone Financial Group (Kentucky)'s NEE Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its NextEra Energy (NEE) stake by 0.39% in Q1 2026, selling an estimated $5.78K and leaving 16,645 shares worth $1.55M. The position accounts for 0.11% of the portfolio, ranked #150.

Keystone Financial Group (Kentucky) first reported a position in NEE in Q3 2020 and has held it in 22 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 16,645 shares of NextEra Energy worth $1.55M as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 65 NextEra Energy shares in Q1 2026, an estimated $5.78K.
  • NextEra Energy made up 0.11% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #150 holding.
  • Keystone Financial Group (Kentucky) first reported a position in NextEra Energy in Q3 2020 and has held it in 22 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.