AIM
NEE icon

Alhambra Investment Management’s NextEra Energy NEE Stock Holding History

Alhambra Investment 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 		$1.55M Buy
17,614
+492
+3% +$44.5K 0.67% 34
2026
Q1 		$1.59M Buy
17,122
+698
+4% +$62.1K 0.73% 32
2025
Q4 		$1.32M Buy
16,424
+71
+0.4% +$5.88K 0.61% 41
2025
Q3 		$1.23M Sell
16,353
-9
-0.1% -$658 0.59% 43
2025
Q2 		$1.14M Sell
16,362
-150
-0.9% -$10.4K 0.56% 43
2025
Q1 		$1.17M Hold
16,512
– – 0.6% 37
2024
Q4 		$1.18M Sell
16,512
-100
-0.6% -$7.77K 0.61% 37
2024
Q3 		$1.4M Hold
16,612
– – 0.73% 32
2024
Q2 		$1.18M Sell
16,612
-28
-0.2% -$1.99K 0.64% 36
2024
Q1 		$1.06M Sell
16,640
-253
-1% -$14.8K 0.58% 42
2023
Q4 		$1.03M Sell
16,893
-56
-0.3% -$3.19K 0.61% 44
2023
Q3 		$971K Sell
16,949
-565
-3% -$39.1K 0.64% 44
2023
Q2 		$1.3M Sell
17,514
-100
-0.6% -$7.57K 0.86% 31
2023
Q1 		$1.36M Buy
17,614
+6
+0% +$461 0.93% 28
2022
Q4 		$1.47M Sell
17,608
-965
-5% -$78K 1.07% 26
2022
Q3 		$1.46M Sell
18,573
-570
-3% -$48.4K 1.11% 21
2022
Q2 		$1.48M Sell
19,143
-225
-1% -$17.1K 1.07% 22
2022
Q1 		$1.64M Sell
19,368
-400
-2% -$32.1K 1.09% 18
2021
Q4 		$1.85M Hold
19,768
– – 1.29% 13
2021
Q3 		$1.55M Sell
19,768
-290
-1% -$23.4K 1.19% 16
2021
Q2 		$1.47M Buy
20,058
+73
+0.4% +$5.48K 1.1% 17
2021
Q1 		$1.51M Buy
19,985
+3,313
+20% +$259K 1.22% 17
2020
Q4 		$1.29M Sell
16,672
-240
-1% -$18K 1.37% 13
2020
Q3 		$1.17M Sell
16,912
-1,180
-7% -$81.5K 1.41% 16
2020
Q2 		$1.09M Buy
18,092
+316
+2% +$18.9K 1.43% 14
2020
Q1 		$1.07M Sell
17,776
-1,360
-7% -$85.5K 1.75% 13
2019
Q4 		$1.16M Buy
+19,136
New +$1.12M 1.33% 18

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Alhambra Investment Management's NEE Position: Q2 2026 in Review

Alhambra Investment Management increased its NextEra Energy (NEE) stake by 2.9% in Q2 2026, buying an estimated $44.5K and bringing the position to 17,614 shares worth $1.55M. The position accounts for 0.67% of the portfolio, ranked #34.

Alhambra Investment Management first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.85M in Q4 2021. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Alhambra Investment Management held 17,614 shares of NextEra Energy worth $1.55M as of Q2 2026.
  • Alhambra Investment Management bought 492 NextEra Energy shares in Q2 2026, an estimated $44.5K.
  • NextEra Energy made up 0.67% of Alhambra Investment Management's portfolio in Q2 2026, its #34 holding.
  • Alhambra Investment Management first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Alhambra Investment Management's NextEra Energy position peaked at $1.85M in Q4 2021.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.