Lumbard & Kellner’s NextEra Energy NEE Stock Holding History

Lumbard & Kellner’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	$283K	Hold	3,052	–	–	0.1%	85
2025 Q4	$245K	Hold	3,052	–	–	0.09%	93
2025 Q3	$230K	Buy	+3,052	New	+$223K	0.08%	91
2021 Q4	–	Sell	-3,618	Closed	-$284K	–	104
2021 Q3	$284K	Sell	3,618 -878	-20%	-$70.8K	0.11%	82
2021 Q2	$329K	Hold	4,496	–	–	0.13%	83
2021 Q1	$348K	Hold	4,496	–	–	0.12%	80
2020 Q4	$364K	Sell	4,496 -13,488	-75%	-$1.01M	0.14%	81
2020 Q3	$329K	Buy	17,984 +13,488	+300%	+$931K	0.16%	58
2020 Q2	$270K	Hold	4,496	–	–	0.16%	58
2020 Q1	$270K	Hold	4,496	–	–	0.18%	62
2019 Q4	$272K	Sell	4,496 -304	-6%	-$17.7K	0.14%	64
2019 Q3	$280K	Hold	4,800	–	–	0.15%	63
2019 Q2	$246K	Buy	+4,800	New	+$236K	0.13%	62
2019 Q1	–	Sell	-4,800	Closed	-$209K	–	81
2018 Q4	$209K	Hold	4,800	–	–	0.13%	61
2018 Q3	$201K	Buy	+4,800	New	+$204K	0.1%	66

Other funds holding NEE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lumbard & Kellner's NEE Position: Q1 2026 in Review

Lumbard & Kellner held its NextEra Energy (NEE) position steady in Q1 2026 at 3,052 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #85.

Lumbard & Kellner first reported a position in NEE in Q3 2018 and has held it in 15 quarters since. The position peaked at $364K in Q4 2020. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Lumbard & Kellner held 3,052 shares of NextEra Energy worth $283K as of Q1 2026.
Lumbard & Kellner left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.1% of Lumbard & Kellner's portfolio in Q1 2026, its #85 holding.
Lumbard & Kellner first reported a position in NextEra Energy in Q3 2018 and has held it in 15 quarters since.
Lumbard & Kellner's NextEra Energy position peaked at $364K in Q4 2020.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.