L.M. Kohn & Company’s NextEra Energy NEE Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$204K	Sell	2,702 -5,105	-65%	-$373K	0.25%	116
2025 Q2	$542K	Sell	7,807 -7,243	-48%	-$503K	0.15%	131
2025 Q1	$1.07M	Sell	15,050 -303	-2%	-$21.4K	0.28%	71
2024 Q4	$1.1M	Buy	15,353 +145	+1%	+$11.3K	0.28%	65
2024 Q3	$1.29M	Buy	15,208 +899	+6%	+$70.2K	0.33%	62
2024 Q2	$1.01M	Buy	14,309 +539	+4%	+$38.2K	0.27%	69
2024 Q1	$880K	Buy	13,770 +4,569	+50%	+$268K	0.25%	86
2023 Q4	$559K	Buy	9,201 +1,015	+12%	+$57.8K	0.18%	118
2023 Q3	$469K	Sell	8,186 -618	-7%	-$42.8K	0.17%	123
2023 Q2	$653K	Buy	8,804 +2,717	+45%	+$206K	0.25%	95
2023 Q1	$469K	Buy	6,087 +2,996	+97%	+$230K	0.19%	120
2022 Q4	$258K	Sell	3,091 -1	-0%	-$81	0.12%	176
2022 Q3	$243K	Sell	3,092 -60	-2%	-$5.09K	0.12%	169
2022 Q2	$245K	Hold	3,152	–	–	0.11%	186
2022 Q1	$267K	Buy	+3,152	New	+$253K	0.1%	201

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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