Kiley Juergens Wealth Management’s NextEra Energy NEE Stock Holding History

Kiley Juergens 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	$943K	Buy	10,749 +1,630	+18%	+$147K	0.15%	98
2026 Q1	$847K	Buy	+9,119	New	+$811K	0.15%	104
2023 Q4	–	Sell	-16,079	Closed	-$921K	–	69
2023 Q3	$921K	Buy	16,079 +83	+0.5%	+$5.75K	0.33%	45
2023 Q2	$1.19M	Buy	15,996 +415	+3%	+$31.4K	0.41%	43
2023 Q1	$1.2M	Buy	15,581 +364	+2%	+$28K	0.45%	42
2022 Q4	$1.27M	Buy	15,217 +3	+0%	+$242	0.53%	39
2022 Q3	$1.19M	Sell	15,214 -119	-0.8%	-$10.1K	0.56%	37
2022 Q2	$1.19M	Buy	+15,333	New	+$1.17M	0.56%	37
2022 Q1	–	Sell	-15,230	Closed	-$1.42M	–	66
2021 Q4	$1.42M	Buy	15,230 +1,073	+8%	+$92.7K	0.54%	34
2021 Q3	$1.11M	Buy	14,157 +347	+3%	+$28K	0.49%	38
2021 Q2	$1.01M	Buy	13,810 +2,419	+21%	+$182K	0.46%	39
2021 Q1	$861K	Buy	+11,391	New	+$889K	0.45%	42

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

Kiley Juergens Wealth Management's NEE Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its NextEra Energy (NEE) stake by 18% in Q2 2026, buying an estimated $147K and bringing the position to 10,749 shares worth $943K. The position accounts for 0.15% of the portfolio, ranked #98.

Kiley Juergens Wealth Management first reported a position in NEE in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.42M in Q4 2021. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Kiley Juergens Wealth Management held 10,749 shares of NextEra Energy worth $943K as of Q2 2026.
Kiley Juergens Wealth Management bought 1,630 NextEra Energy shares in Q2 2026, an estimated $147K.
NextEra Energy made up 0.15% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #98 holding.
Kiley Juergens Wealth Management first reported a position in NextEra Energy in Q1 2021 and has held it in 12 quarters since.
Kiley Juergens Wealth Management's NextEra Energy position peaked at $1.42M in Q4 2021.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.