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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kuhn & Co Investment Counsel's NEE Position: Q1 2026 in Review

Kuhn & Co Investment Counsel held its NextEra Energy (NEE) position steady in Q1 2026 at 19,254 shares worth $1.79M. The position accounts for 1.15% of the portfolio, ranked #24.

Kuhn & Co Investment Counsel first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Kuhn & Co Investment Counsel held 19,254 shares of NextEra Energy worth $1.79M as of Q1 2026.
  • Kuhn & Co Investment Counsel left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 1.15% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #24 holding.
  • Kuhn & Co Investment Counsel first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.