NEE NEXTERA ENERGY INC

Ownership history in M. Kulyk & Associates, LLC  ·  21 quarters on record

AI Ownership Summary

M. Kulyk & Associates, LLC reported NEXTERA ENERGY INC (NEE) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.52% in 2025 Q4. The latest visible filing shows NEE at 1.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M. Kulyk & Associates, LLC's position in NEXTERA ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEE was reported at 1.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M. Kulyk & Associates, LLC held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 98,969 +2,445 +2.5% 1.52% $7.9M 2026-02-14 (Est.) $93.16
2025 Q3 ADDED 96,524 +52,570 +119.6% 1.48% $7.3M 2025-11-10 $83.63
2025 Q2 ADDED 43,954 +1,428 +3.4% 0.66% $3.1M 2025-08-07 $71.05
2025 Q1 ADDED 42,526 +312 +0.7% 0.69% $3.0M 2025-05-06 $64.62
2024 Q4 REDUCED 42,214 -2,176 -4.9% 0.65% $3.0M 2025-02-07 $65.76
2024 Q3 REDUCED 44,390 -1,404 -3.1% 0.75% $3.8M 2024-11-07 $71.39
2024 Q2 REDUCED 45,794 -2,357 -4.9% 0.75% $3.2M 2024-08-05 $72.89
2024 Q1 ADDED 48,151 +506 +1.1% 0.71% $3.1M 2024-05-09 $70.44
2023 Q4 ADDED 47,645 +6,785 +16.6% 0.67% $2.9M 2024-02-08 $52.68
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M. Kulyk & Associates, LLC and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has M. Kulyk & Associates, LLC reported owning NEE?

M. Kulyk & Associates, LLC reported NEE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEE position in M. Kulyk & Associates, LLC's portfolio?

The largest reported portfolio weight for NEE was 1.52% in 2025 Q4.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when M. Kulyk & Associates, LLC reported 98,969 shares, equal to 1.52% of portfolio, with an estimated market value of $7.9M.

What does the chart on this NEE ownership page compare?

The chart compares M. Kulyk & Associates, LLC's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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