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 Q2	$855K	Hold	9,739	–	–	0.08%	167
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Knollwood Investment Advisory's NEE Position: Q2 2026 in Review

Knollwood Investment Advisory held its NextEra Energy (NEE) position steady in Q2 2026 at 9,739 shares worth $855K. The position accounts for 0.08% of the portfolio, ranked #167.

Knollwood Investment Advisory first reported a position in NEE in Q2 2023 and has held it in 11 quarters since. The position peaked at $905K in Q1 2026. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Knollwood Investment Advisory held 9,739 shares of NextEra Energy worth $855K as of Q2 2026.
Knollwood Investment Advisory left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.08% of Knollwood Investment Advisory's portfolio in Q2 2026, its #167 holding.
Knollwood Investment Advisory first reported a position in NextEra Energy in Q2 2023 and has held it in 11 quarters since.
Knollwood Investment Advisory's NextEra Energy position peaked at $905K in Q1 2026.
3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.