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 Q2	$2.5M	Buy	28,430 +13	+0%	+$1.18K	0.72%	40
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 $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

Alaethes Wealth's NEE Position: Q2 2026 in Review

Alaethes Wealth increased its NextEra Energy (NEE) stake by 0.05% in Q2 2026, buying an estimated $1.18K and bringing the position to 28,430 shares worth $2.5M. The position accounts for 0.72% of the portfolio, ranked #40.

Alaethes Wealth first reported a position in NEE in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.64M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Alaethes Wealth held 28,430 shares of NextEra Energy worth $2.5M as of Q2 2026.
Alaethes Wealth bought 13 NextEra Energy shares in Q2 2026, an estimated $1.18K.
NextEra Energy made up 0.72% of Alaethes Wealth's portfolio in Q2 2026, its #40 holding.
Alaethes Wealth first reported a position in NextEra Energy in Q1 2021 and has held it in 11 quarters since.
Alaethes Wealth's NextEra Energy position peaked at $2.64M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.