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Kingswood Wealth Advisors’s NextEra Energy NEE Stock Holding History

Kingswood Wealth Advisors’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 		$9.95M Buy
113,334
+804
+0.7% +$72.7K 0.4% 46
2026
Q1 		$10.5M Sell
112,530
-431
-0.4% -$38.3K 0.5% 37
2025
Q4 		$9.07M Buy
112,961
+21,614
+24% +$1.79M 0.44% 37
2025
Q3 		$6.9M Buy
91,347
+7,699
+9% +$563K 0.42% 44
2025
Q2 		$5.81M Sell
83,648
-1,382
-2% -$96K 0.46% 37
2025
Q1 		$6.03M Sell
85,030
-6,247
-7% -$441K 0.55% 26
2024
Q4 		$6.54M Sell
91,277
-22,054
-19% -$1.71M 0.49% 33
2024
Q3 		$9.58M Buy
113,331
+7,574
+7% +$591K 0.68% 21
2024
Q2 		$7.49M Buy
105,757
+32,478
+44% +$2.3M 0.67% 18
2024
Q1 		$4.68M Sell
73,279
-25,878
-26% -$1.52M 0.54% 28
2023
Q4 		$6.02M Buy
99,157
+19,656
+25% +$1.12M 0.68% 20
2023
Q3 		$4.94M Buy
79,501
+2,060
+3% +$143K 0.84% 19
2023
Q2 		$5.75M Buy
+77,441
New +$5.86M 1.83% 8

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Kingswood Wealth Advisors's NEE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its NextEra Energy (NEE) stake by 0.71% in Q2 2026, buying an estimated $72.7K and bringing the position to 113,334 shares worth $9.95M. The position accounts for 0.4% of the portfolio, ranked #46.

Kingswood Wealth Advisors first reported a position in NEE in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Kingswood Wealth Advisors held 113,334 shares of NextEra Energy worth $9.95M as of Q2 2026.
  • Kingswood Wealth Advisors bought 804 NextEra Energy shares in Q2 2026, an estimated $72.7K.
  • NextEra Energy made up 0.4% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Kingswood Wealth Advisors first reported a position in NextEra Energy in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's NextEra Energy position peaked at $10.5M in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.