KPP Advisory Services’s NextEra Energy NEE Stock Holding History

KPP Advisory 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 Q2	$1.35M	Buy	15,336 +634	+4%	+$57.3K	0.17%	118
2026 Q1	$1.37M	Sell	14,702 -506	-3%	-$45K	0.2%	110
2025 Q4	$1.22M	Buy	15,208 +789	+5%	+$65.3K	0.18%	119
2025 Q3	$1.09M	Sell	14,419 -974	-6%	-$71.2K	0.16%	126
2025 Q2	$1.07M	Buy	15,393 +1,761	+13%	+$122K	0.18%	121
2025 Q1	$966K	Buy	13,632 +2,123	+18%	+$150K	0.18%	118
2024 Q4	$825K	Sell	11,509 -4	-0%	-$311	0.19%	98
2024 Q3	$973K	Buy	11,513 +1,105	+11%	+$86.2K	0.23%	90
2024 Q2	$737K	Buy	+10,408	New	+$738K	0.2%	102

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 $3.37T AUM 44.26% 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

KPP Advisory Services's NEE Position: Q2 2026 in Review

KPP Advisory Services increased its NextEra Energy (NEE) stake by 4.3% in Q2 2026, buying an estimated $57.3K and bringing the position to 15,336 shares worth $1.35M. The position accounts for 0.17% of the portfolio, ranked #118.

KPP Advisory Services first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

KPP Advisory Services held 15,336 shares of NextEra Energy worth $1.35M as of Q2 2026.
KPP Advisory Services bought 634 NextEra Energy shares in Q2 2026, an estimated $57.3K.
NextEra Energy made up 0.17% of KPP Advisory Services's portfolio in Q2 2026, its #118 holding.
KPP Advisory Services first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
KPP Advisory Services's NextEra Energy position peaked at $1.37M in Q1 2026.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.