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Alliance Wealth Management Group’s NextEra Energy NEE Stock Holding History

Alliance Wealth Management 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 		$373K Sell
4,245
-763
-15% -$69K 0.07% 73
2026
Q1 		$465K Buy
5,008
+22
+0.4% +$1.96K 0.1% 67
2025
Q4 		$400K Buy
4,986
+24
+0.5% +$1.99K 0.09% 69
2025
Q3 		$375K Buy
4,962
+814
+20% +$59.5K 0.08% 74
2025
Q2 		$288K Buy
4,148
+26
+0.6% +$1.81K 0.07% 75
2025
Q1 		$292K Buy
4,122
+26
+0.6% +$1.83K 0.08% 71
2024
Q4 		$294K Buy
4,096
+22
+0.5% +$1.71K 0.08% 72
2024
Q3 		$344K Buy
4,074
+20
+0.5% +$1.56K 0.09% 66
2024
Q2 		$287K Buy
4,054
+23
+0.6% +$1.63K 0.08% 71
2024
Q1 		$258K Buy
4,031
+543
+16% +$31.8K 0.08% 73
2023
Q4 		$212K Buy
+3,488
New +$199K 0.07% 73
2023
Q2 		$257K Sell
3,466
-37
-1% -$2.8K 0.08% 68
2023
Q1 		$270K Buy
3,503
+20
+0.6% +$1.54K 0.09% 66
2022
Q4 		$291K Buy
3,483
+16
+0.5% +$1.29K 0.11% 61
2022
Q3 		$272K Buy
3,467
+95
+3% +$8.06K 0.11% 58
2022
Q2 		$261K Buy
3,372
+18
+0.5% +$1.37K 0.1% 58
2022
Q1 		$284K Buy
3,354
+16
+0.5% +$1.28K 0.09% 60
2021
Q4 		$312K Buy
3,338
+13
+0.4% +$1.12K 0.1% 59
2021
Q3 		$261K Buy
3,325
+13
+0.4% +$1.05K 0.08% 61
2021
Q2 		$243K Buy
3,312
+16
+0.5% +$1.2K 0.08% 62
2021
Q1 		$249K Sell
3,296
-17
-0.5% -$1.33K 0.09% 58
2020
Q4 		$256K Buy
3,313
+45
+1% +$3.37K 0.1% 58
2020
Q3 		$227K Buy
+3,268
New +$226K 0.1% 55
2019
Q3 		– Sell
-4,176
Closed -$214K – 58
2019
Q2 		$214K Buy
4,176
+16
+0.4% +$787 0.1% 53
2019
Q1 		$201K Buy
+4,160
New +$190K 0.11% 57
2017
Q4 		– Sell
-8,416
Closed -$308K – 85
2017
Q3 		$308K Buy
+8,416
New +$308K 0.08% 72

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

Alliance Wealth Management Group's NEE Position: Q2 2026 in Review

Alliance Wealth Management Group reduced its NextEra Energy (NEE) stake by 15% in Q2 2026, selling an estimated $69K and leaving 4,245 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #73.

Alliance Wealth Management Group first reported a position in NEE in Q3 2017 and has held it in 26 quarters since. The position peaked at $465K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Alliance Wealth Management Group held 4,245 shares of NextEra Energy worth $373K as of Q2 2026.
  • Alliance Wealth Management Group sold 763 NextEra Energy shares in Q2 2026, an estimated $69K.
  • NextEra Energy made up 0.07% of Alliance Wealth Management Group's portfolio in Q2 2026, its #73 holding.
  • Alliance Wealth Management Group first reported a position in NextEra Energy in Q3 2017 and has held it in 26 quarters since.
  • Alliance Wealth Management Group's NextEra Energy position peaked at $465K in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.