Alan B. Lancz & Associates’s NextEra Energy NEE Stock Holding History

Alan B. Lancz & Associates’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	$1.15M	Sell	12,406 -685	-5%	-$60.9K	1.12%	20
2025 Q4	$1.05M	Hold	13,091	–	–	0.92%	23
2025 Q3	$988K	Hold	13,091	–	–	0.89%	26
2025 Q2	$909K	Hold	13,091	–	–	0.91%	29
2025 Q1	$928K	Hold	13,091	–	–	0.99%	24
2024 Q4	$938K	Sell	13,091 -1,100	-8%	-$85.5K	0.95%	21
2024 Q3	$1.2M	Sell	14,191 -100	-0.7%	-$7.8K	1.1%	20
2024 Q2	$1.01M	Buy	+14,291	New	+$1.01M	1%	20
2023 Q4	$550K	Hold	9,054	–	–	0.58%	40
2023 Q3	$519K	Hold	9,054	–	–	0.59%	42
2023 Q2	$672K	Hold	9,054	–	–	0.72%	31
2023 Q1	$698K	Buy	9,054 +10	+0.1%	+$769	0.72%	32
2022 Q4	$766K	Hold	9,044	–	–	0.77%	29
2022 Q3	$709K	Hold	9,044	–	–	0.84%	28
2022 Q2	$764K	Sell	9,044 -1,060	-10%	-$80.7K	0.76%	30
2022 Q1	$856K	Hold	10,104	–	–	0.76%	30
2021 Q4	$943K	Buy	+10,104	New	+$873K	0.82%	25

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

Alan B. Lancz & Associates's NEE Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its NextEra Energy (NEE) stake by 5.2% in Q1 2026, selling an estimated $60.9K and leaving 12,406 shares worth $1.15M. The position accounts for 1.12% of the portfolio, ranked #20.

Alan B. Lancz & Associates first reported a position in NEE in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.2M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Alan B. Lancz & Associates held 12,406 shares of NextEra Energy worth $1.15M as of Q1 2026.
Alan B. Lancz & Associates sold 685 NextEra Energy shares in Q1 2026, an estimated $60.9K.
NextEra Energy made up 1.12% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #20 holding.
Alan B. Lancz & Associates first reported a position in NextEra Energy in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's NextEra Energy position peaked at $1.2M in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.