Walter & Keenan Wealth Management’s NextEra Energy NEE Stock Holding History

Walter & Keenan Wealth Management’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	$1.97M	Sell	21,176 -331	-2%	-$29.4K	0.55%	48
2025 Q4	$1.73M	Buy	21,507 +74	+0.3%	+$6.13K	0.46%	53
2025 Q3	$1.62M	Buy	21,433 +36	+0.2%	+$2.63K	0.45%	56
2025 Q2	$1.49M	Sell	21,397 -1,965	-8%	-$136K	0.43%	56
2025 Q1	$1.66M	Buy	23,362 +447	+2%	+$31.6K	0.5%	52
2024 Q4	$1.64M	Sell	22,915 -8	-0%	-$621	0.5%	55
2024 Q3	$1.94M	Sell	22,923 -2,267	-9%	-$177K	0.59%	49
2024 Q2	$1.78M	Buy	25,190 +3,733	+17%	+$265K	0.57%	51
2024 Q1	$1.37M	Buy	21,457 +548	+3%	+$32.1K	0.45%	59
2023 Q4	$1.27M	Sell	20,909 -752	-3%	-$42.9K	0.45%	60
2023 Q3	$1.24M	Buy	21,661 +707	+3%	+$48.9K	0.48%	54
2023 Q2	$1.55M	Buy	20,954 +1,326	+7%	+$100K	0.57%	47
2023 Q1	$1.51M	Sell	19,628 -285	-1%	-$21.9K	0.57%	49
2022 Q4	$1.66M	Buy	19,913 +665	+3%	+$53.7K	0.65%	44
2022 Q3	$1.51M	Buy	19,248 +739	+4%	+$62.7K	0.64%	46
2022 Q2	$1.43M	Hold	18,509	–	–	0.57%	49
2022 Q1	$1.57M	Buy	18,509 +350	+2%	+$28.1K	0.53%	53
2021 Q4	$1.7M	Hold	18,159	–	–	0.55%	54
2021 Q3	$1.43M	Buy	18,159 +148	+0.8%	+$11.9K	0.48%	59
2021 Q2	$1.32M	Hold	18,011	–	–	0.46%	62
2021 Q1	$1.36M	Sell	18,011 -3,000	-14%	-$234K	0.48%	58
2020 Q4	$1.62M	Sell	21,011 -1	-0%	-$75	0.59%	51
2020 Q3	$1.46M	Hold	21,012	–	–	0.58%	51
2020 Q2	$1.26M	Buy	+21,012	New	+$1.26M	0.51%	54
2020 Q1	–	Sell	-20,932	Closed	-$1.27M	–	164
2019 Q4	$1.27M	Sell	20,932 -6,000	-22%	-$350K	0.49%	59
2019 Q3	$1.57M	Buy	26,932 +12,080	+81%	+$654K	0.6%	53
2019 Q2	$761K	Hold	14,852	–	–	0.34%	67
2019 Q1	$718K	Buy	14,852 +800	+6%	+$36.6K	0.32%	69
2018 Q4	$611K	Buy	14,052 +800	+6%	+$35K	0.28%	70
2018 Q3	$555	Buy	13,252 +1,600	+14%	+$68.1K	0.17%	91
2018 Q2	$487K	Hold	11,652	–	–	0.21%	92
2018 Q1	$476K	Hold	11,652	–	–	0.21%	98
2017 Q4	$455K	Hold	11,652	–	–	0.19%	100
2017 Q3	$427K	Hold	11,652	–	–	0.2%	97
2017 Q2	$408K	Hold	11,652	–	–	0.2%	94
2017 Q1	$374K	Hold	11,652	–	–	0.19%	93
2016 Q4	$348K	Hold	11,652	–	–	0.19%	101
2016 Q3	$356K	Hold	11,652	–	–	0.2%	98
2016 Q2	$380K	Hold	11,652	–	–	0.21%	95
2016 Q1	$345K	Hold	11,652	–	–	0.2%	97
2015 Q4	$303K	Buy	+11,652	New	+$295K	0.18%	106
2014 Q2	–	Sell	-11,652	Closed	-$279K	–	149
2014 Q1	$279K	Buy	+11,652	New	+$264K	0.15%	110

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

Walter & Keenan Wealth Management's NEE Position: Q1 2026 in Review

Walter & Keenan Wealth Management reduced its NextEra Energy (NEE) stake by 1.5% in Q1 2026, selling an estimated $29.4K and leaving 21,176 shares worth $1.97M. The position accounts for 0.55% of the portfolio, ranked #48.

Walter & Keenan Wealth Management first reported a position in NEE in Q1 2014 and has held it in 42 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Walter & Keenan Wealth Management held 21,176 shares of NextEra Energy worth $1.97M as of Q1 2026.
Walter & Keenan Wealth Management sold 331 NextEra Energy shares in Q1 2026, an estimated $29.4K.
NextEra Energy made up 0.55% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #48 holding.
Walter & Keenan Wealth Management first reported a position in NextEra Energy in Q1 2014 and has held it in 42 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.