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Allegheny Financial Group’s NextEra Energy NEE Stock Holding History

Allegheny Financial Group’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 		$1.38M Sell
15,729
-31
-0.2% -$2.8K 0.15% 85
2026
Q1 		$1.46M Sell
15,760
-26
-0.2% -$2.31K 0.2% 75
2025
Q4 		$1.27M Sell
15,786
-26
-0.2% -$2.15K 0.19% 82
2025
Q3 		$1.19M Sell
15,812
-301
-2% -$22K 0.22% 81
2025
Q2 		$1.12M Buy
16,113
+32
+0.2% +$2.22K 0.25% 76
2025
Q1 		$1.14M Sell
16,081
-371
-2% -$26.2K 0.29% 62
2024
Q4 		$1.18M Sell
16,452
-135
-0.8% -$10.5K 0.3% 61
2024
Q3 		$1.4M Buy
16,587
+9,208
+125% +$719K 0.35% 55
2024
Q2 		$523K Buy
7,379
+489
+7% +$34.7K 0.15% 129
2024
Q1 		$440K Sell
6,890
-623
-8% -$36.5K 0.14% 130
2023
Q4 		$456K Buy
7,513
+87
+1% +$4.96K 0.15% 127
2023
Q3 		$425K Buy
7,426
+1,857
+33% +$129K 0.16% 116
2023
Q2 		$413K Sell
5,569
-779
-12% -$59K 0.2% 103
2023
Q1 		$489K Sell
6,348
-156
-2% -$12K 0.2% 103
2022
Q4 		$544K Buy
6,504
+865
+15% +$69.9K 0.23% 90
2022
Q3 		$442K Buy
5,639
+1,434
+34% +$122K 0.21% 90
2022
Q2 		$326K Buy
4,205
+24
+0.6% +$1.83K 0.15% 112
2022
Q1 		$354K Buy
4,181
+231
+6% +$18.5K 0.15% 107
2021
Q4 		$369K Buy
3,950
+284
+8% +$24.5K 0.15% 102
2021
Q3 		$288K Sell
3,666
-19
-0.5% -$1.53K 0.13% 109
2021
Q2 		$270K Buy
+3,685
New +$277K 0.12% 116
2021
Q1 		– Sell
-3,648
Closed -$281K – 106
2020
Q4 		$281K Buy
+3,648
New +$273K 0.15% 99

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allegheny Financial Group's NEE Position: Q2 2026 in Review

Allegheny Financial Group reduced its NextEra Energy (NEE) stake by 0.2% in Q2 2026, selling an estimated $2.8K and leaving 15,729 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #85.

Allegheny Financial Group first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.46M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Allegheny Financial Group held 15,729 shares of NextEra Energy worth $1.38M as of Q2 2026.
  • Allegheny Financial Group sold 31 NextEra Energy shares in Q2 2026, an estimated $2.8K.
  • NextEra Energy made up 0.15% of Allegheny Financial Group's portfolio in Q2 2026, its #85 holding.
  • Allegheny Financial Group first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • Allegheny Financial Group's NextEra Energy position peaked at $1.46M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.