Koss-Olinger Consulting’s NextEra Energy NEE Stock Holding History

Koss-Olinger Consulting’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	-8,549	Closed	-$686K	–	276
2025 Q4	$686K	Buy	8,549 +2	+0%	+$166	0.05%	127
2025 Q3	$593K	Hold	8,547	–	–	0.05%	174
2025 Q2	$593K	Sell	8,547 -1,189	-12%	-$82.6K	0.05%	178
2025 Q1	$690K	Buy	+9,736	New	+$687K	0.06%	145
2024 Q4	–	Sell	-4,114	Closed	-$348K	–	258
2024 Q3	$348K	Buy	4,114 +3	+0.1%	+$234	0.03%	210
2024 Q2	$291K	Buy	+4,111	New	+$292K	0.03%	215
2024 Q1	–	Sell	-4,096	Closed	-$249K	–	213
2023 Q4	$249K	Buy	4,096 +4	+0.1%	+$228	0.02%	262
2023 Q3	$234K	Buy	4,092 +111	+3%	+$7.68K	0.03%	236
2023 Q2	$295K	Hold	3,981	–	–	0.03%	187
2023 Q1	$307K	Buy	+3,981	New	+$306K	0.04%	173
2022 Q4	–	Sell	-3,336	Closed	-$262K	–	257
2022 Q3	$262K	Buy	+3,336	New	+$283K	0.04%	177
2022 Q1	–	Sell	-4,065	Closed	-$379K	–	225
2021 Q4	$379K	Buy	+4,065	New	+$351K	0.06%	136
2021 Q3	–	Sell	-3,496	Closed	-$273K	–	257
2021 Q2	$273K	Hold	3,496	–	–	0.04%	190
2021 Q1	$264K	Buy	+3,496	New	+$273K	0.05%	182

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

Koss-Olinger Consulting's NEE Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 8,549 shares — an estimated $686K sold.

Koss-Olinger Consulting first reported a position in NEE in Q1 2021 and held it in 14 quarters. The position peaked at $690K in Q1 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Koss-Olinger Consulting reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 8,549 NextEra Energy shares in Q1 2026, an estimated $686K.
Koss-Olinger Consulting first reported a position in NextEra Energy in Q1 2021 and held it in 14 quarters.
Koss-Olinger Consulting's NextEra Energy position peaked at $690K in Q1 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.