Kinloch Capital’s NextEra Energy NEE Stock Holding History

Kinloch Capital’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	$4.49M	Buy	51,190 +362	+0.7%	+$32.7K	1.64%	29
2026 Q1	$4.72M	Sell	50,828 -7,169	-12%	-$637K	1.93%	12
2025 Q4	$4.66M	Sell	57,997 -280	-0.5%	-$23.2K	2.01%	14
2025 Q3	$4.4M	Buy	58,277 +206	+0.4%	+$15.1K	1.92%	15
2025 Q2	$4.03M	Buy	58,071 +404	+0.7%	+$28.1K	1.88%	14
2025 Q1	$4.09M	Sell	57,667 -6,049	-9%	-$427K	1.96%	17
2024 Q4	$4.57M	Buy	63,716 +776	+1%	+$60.3K	2.29%	11
2024 Q3	$5.32M	Sell	62,940 -128	-0.2%	-$9.99K	2.58%	6
2024 Q2	$4.47M	Sell	63,068 -285	-0.4%	-$20.2K	2.33%	7
2024 Q1	$4.05M	Buy	+63,353	New	+$3.71M	2.08%	11
2021 Q1	–	Sell	-610	Closed	-$47K	–	148
2020 Q4	$47K	Buy	+610	New	+$45.6K	0.04%	106

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kinloch Capital's NEE Position: Q2 2026 in Review

Kinloch Capital increased its NextEra Energy (NEE) stake by 0.71% in Q2 2026, buying an estimated $32.7K and bringing the position to 51,190 shares worth $4.49M. The position accounts for 1.64% of the portfolio, ranked #29.

Kinloch Capital first reported a position in NEE in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.32M in Q3 2024. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Kinloch Capital held 51,190 shares of NextEra Energy worth $4.49M as of Q2 2026.
Kinloch Capital bought 362 NextEra Energy shares in Q2 2026, an estimated $32.7K.
NextEra Energy made up 1.64% of Kinloch Capital's portfolio in Q2 2026, its #29 holding.
Kinloch Capital first reported a position in NextEra Energy in Q4 2020 and has held it in 11 quarters since.
Kinloch Capital's NextEra Energy position peaked at $5.32M in Q3 2024.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kinloch Capital's 13F filing for Q2 2026, filed 14 Aug 2026.