Allen Investment Management’s NextEra Energy NEE Stock Holding History

Allen 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	$717K	Sell	8,170 -118	-1%	-$10.7K	0.01%	170
2026 Q1	$770K	Buy	8,288 +199	+2%	+$17.7K	0.01%	165
2025 Q4	$649K	Buy	+8,089	New	+$670K	0.01%	169
2015 Q2	–	Sell	-1,400,000	Closed	-$36.4M	–	231
2015 Q1	$36.4M	Sell	1,400,000 -300,000	-18%	-$7.91M	2.67%	9
2014 Q4	$45.2M	Sell	1,700,000 -200,000	-11%	-$5.05M	3.41%	4
2014 Q3	$44.6M	Buy	1,900,000 +1,084,404	+133%	+$26.2M	3.7%	4
2014 Q2	$20.9M	Hold	815,596	–	–	2.19%	18
2014 Q1	$19.5M	Buy	+815,596	New	+$18.5M	3.02%	8

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Allen Investment Management reduced its NextEra Energy (NEE) stake by 1.4% in Q2 2026, selling an estimated $10.7K and leaving 8,170 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #170.

Allen Investment Management first reported a position in NEE in Q1 2014 and has held it in 8 quarters since. The position peaked at $45.2M in Q4 2014. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Allen Investment Management held 8,170 shares of NextEra Energy worth $717K as of Q2 2026.
Allen Investment Management sold 118 NextEra Energy shares in Q2 2026, an estimated $10.7K.
NextEra Energy made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #170 holding.
Allen Investment Management first reported a position in NextEra Energy in Q1 2014 and has held it in 8 quarters since.
Allen Investment Management's NextEra Energy position peaked at $45.2M in Q4 2014.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.