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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
Q2 		$8.79M Sell
100,201
-796
-0.8% -$72K 1.44% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M. Kulyk & Associates's NEE Position: Q2 2026 in Review

M. Kulyk & Associates reduced its NextEra Energy (NEE) stake by 0.79% in Q2 2026, selling an estimated $72K and leaving 100,201 shares worth $8.79M. The position accounts for 1.44% of the portfolio, ranked #25.

M. Kulyk & Associates first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.38M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • M. Kulyk & Associates held 100,201 shares of NextEra Energy worth $8.79M as of Q2 2026.
  • M. Kulyk & Associates sold 796 NextEra Energy shares in Q2 2026, an estimated $72K.
  • NextEra Energy made up 1.44% of M. Kulyk & Associates's portfolio in Q2 2026, its #25 holding.
  • M. Kulyk & Associates first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • M. Kulyk & Associates's NextEra Energy position peaked at $9.38M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.