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 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 $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

Kiley Juergens Wealth Management's NEE Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in NextEra Energy (NEE) in Q1 2026: 9,119 shares worth $847K. The stake represents 0.15% of the portfolio and ranks #104 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in NEE as recently as Q3 2023.

Kiley Juergens Wealth Management first reported a position in NEE in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.42M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Kiley Juergens Wealth Management held 9,119 shares of NextEra Energy worth $847K as of Q1 2026.
NextEra Energy was a new Kiley Juergens Wealth Management position in Q1 2026.
NextEra Energy made up 0.15% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #104 holding.
Kiley Juergens Wealth Management first reported a position in NextEra Energy in Q1 2021 and has held it in 11 quarters since.
Kiley Juergens Wealth Management's NextEra Energy position peaked at $1.42M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.