KG&L Capital Management’s NextEra Energy NEE Stock Holding History

KG&L Capital 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	–	Sell	-3,417	Closed	-$274K	–	178
2025 Q4	$274K	Buy	3,417 +30	+0.9%	+$2.48K	0.07%	182
2025 Q3	$256K	Buy	+3,387	New	+$247K	0.07%	186
2025 Q2	–	Sell	-4,427	Closed	-$314K	–	202
2025 Q1	$314K	Sell	4,427 -400	-8%	-$28.2K	0.1%	156
2024 Q4	$346K	Sell	4,827 -300	-6%	-$23.3K	0.11%	148
2024 Q3	$433K	Sell	5,127 -1,200	-19%	-$93.6K	0.14%	137
2024 Q2	$448K	Sell	6,327 -4,695	-43%	-$333K	0.16%	130
2024 Q1	$704K	Buy	11,022 +3,064	+39%	+$179K	0.28%	73
2023 Q4	$483K	Buy	7,958 +1,515	+24%	+$86.3K	0.2%	100
2023 Q3	$369K	Buy	6,443 +1,000	+18%	+$69.2K	0.18%	102
2023 Q2	$404K	Sell	5,443 -1,056	-16%	-$79.9K	0.19%	95
2023 Q1	$501K	Buy	+6,499	New	+$500K	0.26%	75

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

KG&L Capital Management's NEE Position: Q1 2026 in Review

KG&L Capital Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,417 shares — an estimated $274K sold.

KG&L Capital Management first reported a position in NEE in Q1 2023 and held it in 11 quarters. The position peaked at $704K in Q1 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

KG&L Capital Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
KG&L Capital Management sold 3,417 NextEra Energy shares in Q1 2026, an estimated $274K.
KG&L Capital Management first reported a position in NextEra Energy in Q1 2023 and held it in 11 quarters.
KG&L Capital Management's NextEra Energy position peaked at $704K in Q1 2024.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.