Kuhn & Co Investment Counsel’s NextEra Energy NEE Stock Holding History

Kuhn & Co Investment Counsel’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	$1.69M	Buy	19,295 +41	+0.2%	+$3.71K	0.98%	28
2026 Q1	$1.79M	Hold	19,254	–	–	1.15%	24
2025 Q4	$1.55M	Buy	19,254 +363	+2%	+$30.1K	1.03%	27
2025 Q3	$1.43M	Sell	18,891 -21	-0.1%	-$1.53K	1.13%	25
2025 Q2	$1.31M	Buy	18,912 +4	+0%	+$278	0.99%	29
2025 Q1	$1.34M	Hold	18,908	–	–	1.13%	26
2024 Q4	$1.36M	Hold	18,908	–	–	1.15%	26
2024 Q3	$1.6M	Sell	18,908 -675	-3%	-$52.7K	1.36%	20
2024 Q2	$1.39M	Sell	19,583 -99	-0.5%	-$7.02K	1.24%	24
2024 Q1	$1.26M	Hold	19,682	–	–	1.18%	25
2023 Q4	$1.2M	Buy	+19,682	New	+$1.12M	1.23%	25

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

Kuhn & Co Investment Counsel's NEE Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its NextEra Energy (NEE) stake by 0.21% in Q2 2026, buying an estimated $3.71K and bringing the position to 19,295 shares worth $1.69M. The position accounts for 0.98% of the portfolio, ranked #28.

Kuhn & Co Investment Counsel first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Kuhn & Co Investment Counsel held 19,295 shares of NextEra Energy worth $1.69M as of Q2 2026.
Kuhn & Co Investment Counsel bought 41 NextEra Energy shares in Q2 2026, an estimated $3.71K.
NextEra Energy made up 0.98% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #28 holding.
Kuhn & Co Investment Counsel first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's NextEra Energy position peaked at $1.79M in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.