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Allen Capital Group’s NextEra Energy NEE Stock Holding History

Allen Capital 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 		$1.34M Buy
15,229
+1,095
+8% +$99K 0.11% 128
2026
Q1 		$1.31M Sell
14,134
-602
-4% -$53.5K 0.12% 118
2025
Q4 		$1.18M Buy
14,736
+217
+1% +$18K 0.11% 121
2025
Q3 		$1.1M Buy
14,519
+522
+4% +$38.1K 0.1% 124
2025
Q2 		$972K Buy
13,997
+911
+7% +$63.3K 0.1% 127
2025
Q1 		$928K Sell
13,086
-176
-1% -$12.4K 0.1% 120
2024
Q4 		$951K Buy
13,262
+2,393
+22% +$186K 0.11% 114
2024
Q3 		$919K Buy
10,869
+6,067
+126% +$473K 0.11% 110
2024
Q2 		$340K Buy
+4,802
New +$341K 0.05% 163

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Allen Capital Group's NEE Position: Q2 2026 in Review

Allen Capital Group increased its NextEra Energy (NEE) stake by 7.7% in Q2 2026, buying an estimated $99K and bringing the position to 15,229 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #128.

Allen Capital Group first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. 1,083 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Allen Capital Group held 15,229 shares of NextEra Energy worth $1.34M as of Q2 2026.
  • Allen Capital Group bought 1,095 NextEra Energy shares in Q2 2026, an estimated $99K.
  • NextEra Energy made up 0.11% of Allen Capital Group's portfolio in Q2 2026, its #128 holding.
  • Allen Capital Group first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,083 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.