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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allen Investment Management's NEE Position: Q1 2026 in Review

Allen Investment Management increased its NextEra Energy (NEE) stake by 2.5% in Q1 2026, buying an estimated $17.7K and bringing the position to 8,288 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #165.

Allen Investment Management first reported a position in NEE in Q1 2014 and has held it in 7 quarters since. The position peaked at $45.2M in Q4 2014. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Allen Investment Management held 8,288 shares of NextEra Energy worth $770K as of Q1 2026.
Allen Investment Management bought 199 NextEra Energy shares in Q1 2026, an estimated $17.7K.
NextEra Energy made up 0.01% of Allen Investment Management's portfolio in Q1 2026, its #165 holding.
Allen Investment Management first reported a position in NextEra Energy in Q1 2014 and has held it in 7 quarters since.
Allen Investment Management's NextEra Energy position peaked at $45.2M in Q4 2014.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.