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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.