Kohmann Bosshard Financial Services’s NextEra Energy NEE Stock Holding History

Kohmann Bosshard Financial Services’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	–	Sell	-1,290	Closed	-$104K	–	462
2025 Q4	$104K	Buy	+1,290	New	+$107K	0.01%	394
2025 Q1	–	Sell	-1,454	Closed	-$104K	–	606
2024 Q4	$104K	Buy	+1,454	New	+$113K	0.01%	253
2020 Q3	–	Sell	-2,168	Closed	-$131K	–	116
2020 Q2	$131K	Buy	+2,168	New	+$130K	0.05%	111

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

Kohmann Bosshard Financial Services's NEE Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 1,290 shares — an estimated $104K sold.

Kohmann Bosshard Financial Services first reported a position in NEE in Q2 2020 and held it in 3 quarters. The position peaked at $131K in Q2 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 1,290 NextEra Energy shares in Q1 2026, an estimated $104K.
Kohmann Bosshard Financial Services first reported a position in NextEra Energy in Q2 2020 and held it in 3 quarters.
Kohmann Bosshard Financial Services's NextEra Energy position peaked at $131K in Q2 2020.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.