Alaethes Wealth’s NextEra Energy NEE Stock Holding History

Alaethes Wealth’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	$2.64M	Buy	28,417 +109	+0.4%	+$9.69K	0.75%	40
2025 Q4	$2.27M	Sell	28,308 -138	-0.5%	-$11.4K	0.64%	46
2025 Q3	$2.15M	Buy	28,446 +3,694	+15%	+$270K	0.61%	53
2025 Q2	$1.72M	Buy	+24,752	New	+$1.72M	0.51%	65
2022 Q3	–	Sell	-13,532	Closed	-$1.05M	–	106
2022 Q2	$1.05M	Buy	13,532 +487	+4%	+$37.1K	0.78%	51
2022 Q1	$1.1M	Buy	13,045 +1,347	+12%	+$108K	0.7%	57
2021 Q4	$1.09M	Buy	11,698 +947	+9%	+$81.8K	0.69%	61
2021 Q3	$844K	Buy	10,751 +547	+5%	+$44.1K	0.61%	66
2021 Q2	$748K	Buy	10,204 +2,282	+29%	+$171K	0.58%	68
2021 Q1	$599K	Buy	+7,922	New	+$618K	0.56%	68

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

Alaethes Wealth's NEE Position: Q1 2026 in Review

Alaethes Wealth increased its NextEra Energy (NEE) stake by 0.39% in Q1 2026, buying an estimated $9.69K and bringing the position to 28,417 shares worth $2.64M. The position accounts for 0.75% of the portfolio, ranked #40.

Alaethes Wealth first reported a position in NEE in Q1 2021 and has held it in 10 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Alaethes Wealth held 28,417 shares of NextEra Energy worth $2.64M as of Q1 2026.
Alaethes Wealth bought 109 NextEra Energy shares in Q1 2026, an estimated $9.69K.
NextEra Energy made up 0.75% of Alaethes Wealth's portfolio in Q1 2026, its #40 holding.
Alaethes Wealth first reported a position in NextEra Energy in Q1 2021 and has held it in 10 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.