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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kinloch Capital's NEE Position: Q1 2026 in Review

Kinloch Capital reduced its NextEra Energy (NEE) stake by 12% in Q1 2026, selling an estimated $637K and leaving 50,828 shares worth $4.72M. The position accounts for 1.93% of the portfolio, ranked #12.

Kinloch Capital first reported a position in NEE in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.32M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Kinloch Capital held 50,828 shares of NextEra Energy worth $4.72M as of Q1 2026.
Kinloch Capital sold 7,169 NextEra Energy shares in Q1 2026, an estimated $637K.
NextEra Energy made up 1.93% of Kinloch Capital's portfolio in Q1 2026, its #12 holding.
Kinloch Capital first reported a position in NextEra Energy in Q4 2020 and has held it in 10 quarters since.
Kinloch Capital's NextEra Energy position peaked at $5.32M in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.