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Rather & Kittrell’s NextEra Energy NEE Stock Holding History

Rather & Kittrell’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 		$503K Sell
5,411
-563
-9% -$50.1K 0.08% 75
2025
Q4 		$480K Sell
5,974
-2,167
-27% -$179K 0.08% 74
2025
Q3 		$615K Sell
8,141
-489
-6% -$35.7K 0.11% 65
2025
Q2 		$599K Sell
8,630
-241
-3% -$16.7K 0.12% 58
2025
Q1 		$629K Sell
8,871
-1,138
-11% -$80.3K 0.14% 55
2024
Q4 		$718K Buy
10,009
+17
+0.2% +$1.32K 0.17% 50
2024
Q3 		$845K Sell
9,992
-4,524
-31% -$353K 0.21% 45
2024
Q2 		$1.03M Sell
14,516
-3,684
-20% -$261K 0.28% 37
2024
Q1 		$1.16M Sell
18,200
-1,583
-8% -$92.7K 0.35% 35
2023
Q4 		$1.2M Buy
+19,783
New +$1.13M 0.42% 33
2023
Q3 		– Sell
-2,727
Closed -$202K – 62
2023
Q2 		$202K Sell
2,727
-20
-0.7% -$1.51K 0.08% 62
2023
Q1 		$212K Hold
2,747
– – 0.1% 57
2022
Q4 		$230K Sell
2,747
-100
-4% -$8.08K 0.12% 54
2022
Q3 		$223K Sell
2,847
-61
-2% -$5.17K 0.23% 57
2022
Q2 		$225K Sell
2,908
-113
-4% -$8.6K 0.25% 53
2022
Q1 		$255K Buy
3,021
+91
+3% +$7.29K 0.25% 51
2021
Q4 		$273K Buy
+2,930
New +$253K 0.24% 47

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

Rather & Kittrell's NEE Position: Q1 2026 in Review

Rather & Kittrell reduced its NextEra Energy (NEE) stake by 9.4% in Q1 2026, selling an estimated $50.1K and leaving 5,411 shares worth $503K. The position accounts for 0.08% of the portfolio, ranked #75.

Rather & Kittrell first reported a position in NEE in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.2M in Q4 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Rather & Kittrell held 5,411 shares of NextEra Energy worth $503K as of Q1 2026.
  • Rather & Kittrell sold 563 NextEra Energy shares in Q1 2026, an estimated $50.1K.
  • NextEra Energy made up 0.08% of Rather & Kittrell's portfolio in Q1 2026, its #75 holding.
  • Rather & Kittrell first reported a position in NextEra Energy in Q4 2021 and has held it in 17 quarters since.
  • Rather & Kittrell's NextEra Energy position peaked at $1.2M in Q4 2023.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.