KFG Wealth Management’s NextEra Energy NEE Stock Holding History

KFG 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 Q1	$1.64M	Sell	17,688 -24	-0.1%	-$2.13K	0.21%	60
2025 Q4	$1.42M	Buy	17,712 +3,961	+29%	+$328K	0.19%	64
2025 Q3	$1.04M	Sell	13,751 -45	-0.3%	-$3.29K	0.15%	75
2025 Q2	$958K	Buy	13,796 +11	+0.1%	+$764	0.15%	76
2025 Q1	$977K	Buy	13,785 +2,414	+21%	+$170K	0.18%	69
2024 Q4	$815K	Buy	11,371 +45	+0.4%	+$3.5K	0.15%	71
2024 Q3	$957K	Buy	11,326 +50	+0.4%	+$3.9K	0.21%	66
2024 Q2	$798K	Sell	11,276 -114	-1%	-$8.09K	0.32%	58
2024 Q1	$728K	Sell	11,390 -306	-3%	-$17.9K	0.3%	63
2023 Q4	$710K	Hold	11,696	–	–	0.32%	51
2023 Q3	$670K	Hold	11,696	–	–	0.36%	51
2023 Q2	$868K	Buy	+11,696	New	+$885K	0.51%	36
2023 Q1	–	Sell	-2,805	Closed	-$235K	–	99
2022 Q4	$235K	Buy	+2,805	New	+$227K	0.24%	63

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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