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Alley Investment Management Company’s NextEra Energy NEE Stock Holding History

Alley Investment Management Company’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 		$5.8M Sell
66,033
-4,386
-6% -$397K 0.68% 52
2026
Q1 		$6.54M Sell
70,419
-195
-0.3% -$17.3K 0.8% 50
2025
Q4 		$5.67M Sell
70,614
-541
-0.8% -$44.8K 0.66% 50
2025
Q3 		$5.37M Sell
71,155
-126,633
-64% -$9.25M 0.62% 53
2025
Q2 		$13.7M Buy
197,788
+972
+0.5% +$67.5K 1.66% 26
2025
Q1 		$14M Buy
196,816
+1,077
+0.6% +$76K 1.75% 24
2024
Q4 		$14M Buy
195,739
+5,182
+3% +$403K 1.78% 24
2024
Q3 		$16.1M Buy
190,557
+2,129
+1% +$166K 2.04% 20
2024
Q2 		$13.3M Buy
188,428
+27,990
+17% +$1.99M 1.82% 24
2024
Q1 		$10.3M Buy
160,438
+1,846
+1% +$108K 1.41% 33
2023
Q4 		$9.63M Buy
158,592
+9,424
+6% +$537K 1.41% 32
2023
Q3 		$8.55M Buy
149,168
+2,510
+2% +$174K 1.45% 31
2023
Q2 		$10.9M Buy
146,658
+2,214
+2% +$168K 1.76% 29
2023
Q1 		$11.1M Buy
144,444
+5,286
+4% +$407K 1.86% 24
2022
Q4 		$11.6M Buy
139,158
+1,899
+1% +$153K 2% 21
2022
Q3 		$10.8M Sell
137,259
-502
-0.4% -$42.6K 2.15% 16
2022
Q2 		$10.7M Buy
137,761
+1,075
+0.8% +$81.8K 2.01% 21
2022
Q1 		$11.6M Buy
+136,686
New +$11M 1.91% 25

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Alley Investment Management Company's NEE Position: Q2 2026 in Review

Alley Investment Management Company reduced its NextEra Energy (NEE) stake by 6.2% in Q2 2026, selling an estimated $397K and leaving 66,033 shares worth $5.8M. The position accounts for 0.68% of the portfolio, ranked #52.

Alley Investment Management Company first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $16.1M in Q3 2024. 2,084 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Alley Investment Management Company held 66,033 shares of NextEra Energy worth $5.8M as of Q2 2026.
  • Alley Investment Management Company sold 4,386 NextEra Energy shares in Q2 2026, an estimated $397K.
  • NextEra Energy made up 0.68% of Alley Investment Management Company's portfolio in Q2 2026, its #52 holding.
  • Alley Investment Management Company first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's NextEra Energy position peaked at $16.1M in Q3 2024.
  • 2,084 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.