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 Q2	$1.88M	Buy	21,363 +187	+0.9%	+$16.9K	0.46%	49
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	$555K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Walter & Keenan Wealth Management's NEE Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its NextEra Energy (NEE) stake by 0.88% in Q2 2026, buying an estimated $16.9K and bringing the position to 21,363 shares worth $1.88M. The position accounts for 0.46% of the portfolio, ranked #49.

Walter & Keenan Wealth Management first reported a position in NEE in Q1 2014 and has held it in 43 quarters since. The position peaked at $1.97M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Walter & Keenan Wealth Management held 21,363 shares of NextEra Energy worth $1.88M as of Q2 2026.
Walter & Keenan Wealth Management bought 187 NextEra Energy shares in Q2 2026, an estimated $16.9K.
NextEra Energy made up 0.46% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #49 holding.
Walter & Keenan Wealth Management first reported a position in NextEra Energy in Q1 2014 and has held it in 43 quarters since.
Walter & Keenan Wealth Management's NextEra Energy position peaked at $1.97M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.