Kingsview Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14M | Buy |
151,039
+926
| +0.6% | +$82.3K | 0.19% | 104 |
|
|
2025
Q4 | $12.1M | Buy |
150,113
+305
| +0.2% | +$25.3K | 0.17% | 111 |
|
|
2025
Q3 | $11.3M | Buy |
149,808
+794
| +0.5% | +$58K | 0.17% | 109 |
|
|
2025
Q2 | $10.3M | Buy |
149,014
+3,684
| +3% | +$256K | 0.18% | 100 |
|
|
2025
Q1 | $10.3M | Sell |
145,330
-81,332
| -36% | -$5.74M | 0.19% | 109 |
|
|
2024
Q4 | $16.2M | Buy |
226,662
+79,937
| +54% | +$6.21M | 0.32% | 58 |
|
|
2024
Q3 | $12.4M | Sell |
146,725
-7,498
| -5% | -$585K | 0.26% | 72 |
|
|
2024
Q2 | $10.9M | Buy |
154,223
+10,393
| +7% | +$737K | 0.26% | 74 |
|
|
2024
Q1 | $9.19M | Sell |
143,830
-4,532
| -3% | -$265K | 0.23% | 90 |
|
|
2023
Q4 | $9.01M | Sell |
148,362
-188,538
| -56% | -$10.7M | 0.27% | 83 |
|
|
2023
Q3 | $19.3M | Buy |
336,900
+47,185
| +16% | +$3.27M | 0.69% | 23 |
|
|
2023
Q2 | $21.5M | Buy |
289,715
+8,478
| +3% | +$642K | 0.84% | 17 |
|
|
2023
Q1 | $21.7M | Buy |
281,237
+23,359
| +9% | +$1.8M | 0.91% | 16 |
|
|
2022
Q4 | $21.6M | Buy |
257,878
+4,554
| +2% | +$368K | 0.94% | 17 |
|
|
2022
Q3 | $19.9M | Buy |
253,324
+97,781
| +63% | +$8.3M | 0.94% | 13 |
|
|
2022
Q2 | $12M | Sell |
155,543
-111,595
| -42% | -$8.5M | 0.58% | 32 |
|
|
2022
Q1 | $22.6M | Buy |
267,138
+91,432
| +52% | +$7.33M | 1% | 11 |
|
|
2021
Q4 | $16.4M | Buy |
175,706
+28,250
| +19% | +$2.44M | 0.68% | 21 |
|
|
2021
Q3 | $11.6M | Buy |
147,456
+1,156
| +0.8% | +$93.2K | 0.55% | 32 |
|
|
2021
Q2 | $10.9M | Buy |
146,300
+1,783
| +1% | +$134K | 0.54% | 31 |
|
|
2021
Q1 | $10.9M | Buy |
144,517
+4,040
| +3% | +$315K | 0.62% | 29 |
|
|
2020
Q4 | $10.8M | Sell |
140,477
-487
| -0.3% | -$36.4K | 0.78% | 21 |
|
|
2020
Q3 | $9.78M | Sell |
140,964
-1,600
| -1% | -$110K | 0.88% | 16 |
|
|
2020
Q2 | $8.56M | Sell |
142,564
-332
| -0.2% | -$19.9K | 0.86% | 16 |
|
|
2020
Q1 | $8.6M | Buy |
142,896
+10,080
| +8% | +$634K | 1.16% | 12 |
|
|
2019
Q4 | $8.04M | Buy |
132,816
+4,392
| +3% | +$256K | 1.01% | 12 |
|
|
2019
Q3 | $7.48M | Buy |
128,424
+5,124
| +4% | +$277K | 1.18% | 10 |
|
|
2019
Q2 | $6.32M | Sell |
123,300
-5,564
| -4% | -$274K | 1.06% | 14 |
|
|
2019
Q1 | $6.23M | Buy |
128,864
+9,492
| +8% | +$434K | 0.95% | 16 |
|
|
2018
Q4 | $5.19M | Buy |
119,372
+10,204
| +9% | +$446K | 1.13% | 12 |
|
|
2018
Q3 | $4.57M | Buy |
109,168
+1,744
| +2% | +$74.2K | 0.93% | 18 |
|
|
2018
Q2 | $4.49M | Hold |
107,424
| – | – | 1.07% | 14 |
|
|
2018
Q1 | $4.39M | Buy |
107,424
+96,328
| +868% | +$3.71M | 1.09% | 16 |
|
|
2017
Q4 | $433K | Buy |
+11,096
| New | +$428K | 0.15% | 186 |
|
Other funds holding NEE
VCM
VPM
Kingsview Wealth Management's NEE Position: Q1 2026 in Review
Kingsview Wealth Management increased its NextEra Energy (NEE) stake by 0.62% in Q1 2026, buying an estimated $82.3K and bringing the position to 151,039 shares worth $14M. The position accounts for 0.19% of the portfolio, ranked #104.
Kingsview Wealth Management first reported a position in NEE in Q4 2017 and has held it in 34 quarters since. The position peaked at $22.6M in Q1 2022. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Kingsview Wealth Management held 151,039 shares of NextEra Energy worth $14M as of Q1 2026.
- Kingsview Wealth Management bought 926 NextEra Energy shares in Q1 2026, an estimated $82.3K.
- NextEra Energy made up 0.19% of Kingsview Wealth Management's portfolio in Q1 2026, its #104 holding.
- Kingsview Wealth Management first reported a position in NextEra Energy in Q4 2017 and has held it in 34 quarters since.
- Kingsview Wealth Management's NextEra Energy position peaked at $22.6M in Q1 2022.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.