MKA
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M. Kulyk & Associates’s NextEra Energy NEE Stock Holding History

M. Kulyk & Associates’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 		$9.38M Buy
100,997
+2,028
+2% +$180K 1.75% 20
2025
Q4 		$7.95M Buy
98,969
+2,445
+3% +$203K 1.52% 22
2025
Q3 		$7.29M Buy
96,524
+52,570
+120% +$3.84M 1.48% 25
2025
Q2 		$3.05M Buy
43,954
+1,428
+3% +$99.2K 0.66% 43
2025
Q1 		$3.01M Buy
42,526
+312
+0.7% +$22K 0.69% 43
2024
Q4 		$3.03M Sell
42,214
-2,176
-5% -$169K 0.66% 42
2024
Q3 		$3.75M Sell
44,390
-1,404
-3% -$110K 0.75% 44
2024
Q2 		$3.24M Sell
45,794
-2,357
-5% -$167K 0.75% 42
2024
Q1 		$3.08M Buy
48,151
+506
+1% +$29.6K 0.71% 44
2023
Q4 		$2.89M Buy
47,645
+6,785
+17% +$387K 0.67% 48
2023
Q3 		$2.34M Sell
40,860
-1,049
-3% -$72.6K 0.65% 47
2023
Q2 		$3.11M Sell
41,909
-1,684
-4% -$127K 0.87% 43
2023
Q1 		$3.36M Buy
43,593
+755
+2% +$58.1K 1.02% 37
2022
Q4 		$3.58M Buy
42,838
+437
+1% +$35.3K 1.2% 35
2022
Q3 		$3.33M Sell
42,401
-34,349
-45% -$2.91M 1.16% 35
2022
Q2 		$5.95M Buy
76,750
+3,923
+5% +$299K 1.85% 15
2022
Q1 		$6.17M Buy
72,827
+8,700
+14% +$697K 1.68% 17
2021
Q4 		$5.99M Buy
64,127
+5,313
+9% +$459K 1.55% 24
2021
Q3 		$4.62M Buy
58,814
+2,439
+4% +$197K 1.48% 29
2021
Q2 		$4.13M Buy
56,375
+2,015
+4% +$151K 1.49% 33
2021
Q1 		$4.11M Buy
54,360
+6,480
+14% +$506K 1.53% 26
2020
Q4 		$3.69M Buy
+47,880
New +$3.58M 2.05% 14

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

M. Kulyk & Associates's NEE Position: Q1 2026 in Review

M. Kulyk & Associates increased its NextEra Energy (NEE) stake by 2% in Q1 2026, buying an estimated $180K and bringing the position to 100,997 shares worth $9.38M. The position accounts for 1.75% of the portfolio, ranked #20.

M. Kulyk & Associates first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • M. Kulyk & Associates held 100,997 shares of NextEra Energy worth $9.38M as of Q1 2026.
  • M. Kulyk & Associates bought 2,028 NextEra Energy shares in Q1 2026, an estimated $180K.
  • NextEra Energy made up 1.75% of M. Kulyk & Associates's portfolio in Q1 2026, its #20 holding.
  • M. Kulyk & Associates first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.