Krilogy Financial’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.17M | Buy |
23,577
+6,838
| +41% | +$608K | 0.07% | 212 |
|
|
2025
Q4 | $1.43M | Buy |
16,739
+2,458
| +17% | +$204K | 0.05% | 264 |
|
|
2025
Q3 | $1.17M | Buy |
14,281
+1,488
| +12% | +$109K | 0.04% | 307 |
|
|
2025
Q2 | $888K | Buy |
12,793
+1,891
| +17% | +$131K | 0.05% | 188 |
|
|
2025
Q1 | $773K | Buy |
10,902
+389
| +4% | +$27.5K | 0.05% | 180 |
|
|
2024
Q4 | $754K | Sell |
10,513
-7,202
| -41% | -$559K | 0.05% | 180 |
|
|
2024
Q3 | $1.5M | Buy |
17,715
+864
| +5% | +$67.4K | 0.1% | 140 |
|
|
2024
Q2 | $1.19M | Sell |
16,851
-5,766
| -25% | -$409K | 0.09% | 151 |
|
|
2024
Q1 | $1.45M | Sell |
22,617
-881
| -4% | -$51.6K | 0.11% | 141 |
|
|
2023
Q4 | $1.43M | Sell |
23,498
-7,056
| -23% | -$402K | 0.12% | 127 |
|
|
2023
Q3 | $1.75M | Buy |
30,554
+7,865
| +35% | +$544K | 0.16% | 119 |
|
|
2023
Q2 | $1.68M | Sell |
22,689
-784
| -3% | -$59.4K | 0.15% | 118 |
|
|
2023
Q1 | $1.81M | Buy |
23,473
+3,213
| +16% | +$247K | 0.15% | 120 |
|
|
2022
Q4 | $1.69M | Sell |
20,260
-3,041
| -13% | -$246K | 0.16% | 109 |
|
|
2022
Q3 | $1.83M | Buy |
23,301
+708
| +3% | +$60.1K | 0.22% | 74 |
|
|
2022
Q2 | $1.75M | Buy |
+22,593
| New | +$1.72M | 0.2% | 79 |
|
|
2022
Q1 | – | Sell |
-2,229
| Closed | -$208K | – | 321 |
|
|
2021
Q4 | $208K | Sell |
2,229
-922
| -29% | -$79.7K | 0.02% | 267 |
|
|
2021
Q3 | $247K | Sell |
3,151
-906
| -22% | -$73.1K | 0.02% | 247 |
|
|
2021
Q2 | $297K | Sell |
4,057
-1,885
| -32% | -$141K | 0.03% | 224 |
|
|
2021
Q1 | $449K | Sell |
5,942
-6,384
| -52% | -$498K | 0.05% | 183 |
|
|
2020
Q4 | $951K | Buy |
12,326
+510
| +4% | +$38.1K | 0.11% | 124 |
|
|
2020
Q3 | $820K | Sell |
11,816
-576
| -5% | -$39.8K | 0.11% | 125 |
|
|
2020
Q2 | $744K | Buy |
+12,392
| New | +$742K | 0.11% | 124 |
|
|
2018
Q4 | – | Sell |
-1,656
| Closed | -$69K | – | 480 |
|
|
2018
Q3 | $69K | Buy |
+1,656
| New | +$70.5K | 0.02% | 274 |
|
|
2018
Q2 | – | Sell |
-1,404
| Closed | -$57K | – | 461 |
|
|
2018
Q1 | $57K | Sell |
1,404
-128
| -8% | -$4.94K | 0.01% | 308 |
|
|
2017
Q4 | $60K | Sell |
1,532
-1,440
| -48% | -$55.6K | 0.01% | 297 |
|
|
2017
Q3 | $109K | Sell |
2,972
-88
| -3% | -$3.22K | 0.03% | 225 |
|
|
2017
Q2 | $107K | Sell |
3,060
-148
| -5% | -$5.06K | 0.03% | 205 |
|
|
2017
Q1 | $96K | Hold |
3,208
| – | – | 0.03% | 204 |
|
|
2016
Q4 | $96K | Buy |
3,208
+188
| +6% | +$5.62K | 0.03% | 204 |
|
|
2016
Q3 | $92K | Buy |
3,020
+152
| +5% | +$4.79K | 0.03% | 218 |
|
|
2016
Q2 | $94K | Buy |
2,868
+1,300
| +83% | +$39K | 0.03% | 205 |
|
|
2016
Q1 | $46K | Buy |
+1,568
| New | +$44K | 0.02% | 272 |
|
Other funds holding NEE
VCM
VPM
Krilogy Financial's NEE Position: Q1 2026 in Review
Krilogy Financial increased its NextEra Energy (NEE) stake by 41% in Q1 2026, buying an estimated $608K and bringing the position to 23,577 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #212.
Krilogy Financial first reported a position in NEE in Q1 2016 and has held it in 33 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Krilogy Financial held 23,577 shares of NextEra Energy worth $2.17M as of Q1 2026.
- Krilogy Financial bought 6,838 NextEra Energy shares in Q1 2026, an estimated $608K.
- NextEra Energy made up 0.07% of Krilogy Financial's portfolio in Q1 2026, its #212 holding.
- Krilogy Financial first reported a position in NextEra Energy in Q1 2016 and has held it in 33 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.