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Kingsview Wealth Management’s NextEra Energy NEE Stock Holding History

Kingsview 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
2022
Q1 		– Sell
-200
Closed -$15K – 965
2021
Q4 		$15K Hold
200
– – ﹤0.01% 936
2021
Q3 		$1K Buy
+200
New +$16.1K ﹤0.01% 878

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kingsview Wealth Management increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $211K and bringing the position to 153,377 shares worth $13.5M. The position accounts for 0.16% of the portfolio, ranked #112.

Kingsview Wealth Management first reported a position in NEE in Q4 2017 and has held it in 35 quarters since. The position peaked at $22.6M in Q1 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Kingsview Wealth Management held 153,377 shares of NextEra Energy worth $13.5M as of Q2 2026.
  • Kingsview Wealth Management bought 2,338 NextEra Energy shares in Q2 2026, an estimated $211K.
  • NextEra Energy made up 0.16% of Kingsview Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Kingsview Wealth Management first reported a position in NextEra Energy in Q4 2017 and has held it in 35 quarters since.
  • Kingsview Wealth Management's NextEra Energy position peaked at $22.6M in Q1 2022.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.