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 Q2	$1.64M	Buy	18,701 +1,013	+6%	+$91.6K	0.19%	65
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

KFG Wealth Management's NEE Position: Q2 2026 in Review

KFG Wealth Management increased its NextEra Energy (NEE) stake by 5.7% in Q2 2026, buying an estimated $91.6K and bringing the position to 18,701 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #65.

KFG Wealth Management first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

KFG Wealth Management held 18,701 shares of NextEra Energy worth $1.64M as of Q2 2026.
KFG Wealth Management bought 1,013 NextEra Energy shares in Q2 2026, an estimated $91.6K.
NextEra Energy made up 0.19% of KFG Wealth Management's portfolio in Q2 2026, its #65 holding.
KFG Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
KFG Wealth Management's NextEra Energy position peaked at $1.64M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.