Knollwood Investment Advisory’s NextEra Energy NEE Stock Holding History

Knollwood Investment Advisory’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	$905K	Hold	9,739	–	–	0.09%	177
2025 Q4	$782K	Hold	9,739	–	–	0.07%	199
2025 Q3	$735K	Sell	9,739 -139	-1%	-$10.2K	0.07%	224
2025 Q2	$686K	Hold	9,878	–	–	0.07%	228
2025 Q1	$700K	Hold	9,878	–	–	0.08%	218
2024 Q4	$708K	Hold	9,878	–	–	0.07%	227
2024 Q3	$835K	Hold	9,878	–	–	0.09%	215
2024 Q2	$699K	Buy	9,878 +6,678	+209%	+$474K	0.08%	229
2024 Q1	$205K	Buy	+3,200	New	+$187K	0.04%	205
2023 Q3	–	Sell	-3,200	Closed	-$237K	–	118
2023 Q2	$237K	Buy	+3,200	New	+$242K	0.08%	116

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

Knollwood Investment Advisory's NEE Position: Q1 2026 in Review

Knollwood Investment Advisory held its NextEra Energy (NEE) position steady in Q1 2026 at 9,739 shares worth $905K. The position accounts for 0.09% of the portfolio, ranked #177.

Knollwood Investment Advisory first reported a position in NEE in Q2 2023 and has held it in 10 quarters since. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Knollwood Investment Advisory held 9,739 shares of NextEra Energy worth $905K as of Q1 2026.
Knollwood Investment Advisory left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.09% of Knollwood Investment Advisory's portfolio in Q1 2026, its #177 holding.
Knollwood Investment Advisory first reported a position in NextEra Energy in Q2 2023 and has held it in 10 quarters since.
3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.