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Aljian Capital Management’s NextEra Energy NEE Stock Holding History

Aljian Capital 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
Q1 		$363K Sell
3,906
-63
-2% -$5.6K 0.07% 101
2025
Q4 		$319K Sell
3,969
-168
-4% -$13.9K 0.06% 102
2025
Q3 		$312K Sell
4,137
-475
-10% -$34.7K 0.06% 104
2025
Q2 		$320K Sell
4,612
-123
-3% -$8.54K 0.07% 102
2025
Q1 		$336K Buy
4,735
+217
+5% +$15.3K 0.08% 99
2024
Q4 		$324K Sell
4,518
-179
-4% -$13.9K 0.07% 97
2024
Q3 		$397K Buy
+4,697
New +$367K 0.09% 90
2023
Q3 		– Sell
-7,344
Closed -$545K – 42
2023
Q2 		$545K Sell
7,344
-3,336
-31% -$253K 0.25% 29
2023
Q1 		$823K Buy
10,680
+1,477
+16% +$114K 0.42% 25
2022
Q4 		$769K Sell
9,203
-600
-6% -$48.5K 0.44% 26
2022
Q3 		$777K Sell
9,803
-903
-8% -$76.6K 0.43% 29
2022
Q2 		$826K Sell
10,706
-302
-3% -$23K 0.45% 25
2022
Q1 		$943K Sell
11,008
-540
-5% -$43.3K 0.38% 25
2021
Q4 		$1.08M Sell
11,548
-40
-0.3% -$3.46K 0.41% 29
2021
Q3 		$915K Sell
11,588
-2,356
-17% -$190K 0.4% 29
2021
Q2 		$1.02M Sell
13,944
-259
-2% -$19.4K 0.44% 31
2021
Q1 		$1.08M Buy
14,203
+1,100
+8% +$85.8K 0.51% 28
2020
Q4 		$1.01M Buy
13,103
+1,339
+11% +$100K 0.51% 27
2020
Q3 		$810K Sell
11,764
-172
-1% -$11.9K 0.45% 28
2020
Q2 		$717K Buy
11,936
+1,028
+9% +$61.5K 0.46% 27
2020
Q1 		$656K Sell
10,908
-460
-4% -$28.9K 0.54% 26
2019
Q4 		$688K Hold
11,368
– – 0.51% 27
2019
Q3 		$662K Sell
11,368
-200
-2% -$10.8K 0.55% 28
2019
Q2 		$592K Sell
11,568
-348
-3% -$17.1K 0.49% 33
2019
Q1 		$576K Sell
11,916
-360
-3% -$16.5K 0.49% 32
2018
Q4 		$533K Buy
+12,276
New +$537K 0.53% 31

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aljian Capital Management's NEE Position: Q1 2026 in Review

Aljian Capital Management reduced its NextEra Energy (NEE) stake by 1.6% in Q1 2026, selling an estimated $5.6K and leaving 3,906 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #101.

Aljian Capital Management first reported a position in NEE in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.08M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Aljian Capital Management held 3,906 shares of NextEra Energy worth $363K as of Q1 2026.
  • Aljian Capital Management sold 63 NextEra Energy shares in Q1 2026, an estimated $5.6K.
  • NextEra Energy made up 0.07% of Aljian Capital Management's portfolio in Q1 2026, its #101 holding.
  • Aljian Capital Management first reported a position in NextEra Energy in Q4 2018 and has held it in 26 quarters since.
  • Aljian Capital Management's NextEra Energy position peaked at $1.08M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.