LMKC
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

L.M. Kohn & Company's NEE Position: Q3 2025 in Review

L.M. Kohn & Company reduced its NextEra Energy (NEE) stake by 65% in Q3 2025, selling an estimated $373K and leaving 2,702 shares worth $204K. The position accounts for 0.25% of the portfolio, ranked #116.

L.M. Kohn & Company first reported a position in NEE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q3 2024. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • L.M. Kohn & Company held 2,702 shares of NextEra Energy worth $204K as of Q3 2025.
  • L.M. Kohn & Company sold 5,105 NextEra Energy shares in Q3 2025, an estimated $373K.
  • NextEra Energy made up 0.25% of L.M. Kohn & Company's portfolio in Q3 2025, its #116 holding.
  • L.M. Kohn & Company first reported a position in NextEra Energy in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's NextEra Energy position peaked at $1.29M in Q3 2024.
  • 2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.