Allred Capital Management’s NextEra Energy NEE Stock Holding History

Allred Capital 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	$203K	Buy	2,311 +2	+0.1%	+$181	0.07%	160
2026 Q1	$215K	Buy	+2,309	New	+$205K	0.08%	150
2023 Q2	–	Sell	-4,129	Closed	-$318K	–	162
2023 Q1	$318K	Buy	4,129 +309	+8%	+$23.8K	0.17%	111
2022 Q4	$319K	Buy	3,820 +93	+2%	+$7.51K	0.18%	107
2022 Q3	$292K	Buy	3,727 +828	+29%	+$70.2K	0.18%	114
2022 Q2	$224K	Sell	2,899 -424	-13%	-$32.3K	0.14%	142
2022 Q1	$281K	Buy	3,323 +987	+42%	+$79.1K	0.15%	144
2021 Q4	$218K	Buy	+2,336	New	+$202K	0.11%	172
2021 Q2	–	Sell	-2,386	Closed	-$180K	–	557
2021 Q1	$180K	Buy	+2,386	New	+$186K	0.08%	185
2020 Q1	–	Sell	-832	Closed	-$50.4K	–	497
2019 Q4	$50.4K	Buy	+832	New	+$48.6K	0.03%	338
2019 Q3	–	Sell	-6,312	Closed	-$327K	–	177
2019 Q2	$327K	Hold	6,312	–	–	0.19%	127
2019 Q1	$299K	Sell	6,312 -80	-1%	-$3.66K	0.17%	141
2018 Q4	$277K	Buy	+6,392	New	+$280K	0.19%	128

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

Allred Capital Management's NEE Position: Q2 2026 in Review

Allred Capital Management increased its NextEra Energy (NEE) stake by 0.09% in Q2 2026, buying an estimated $181 and bringing the position to 2,311 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #160.

Allred Capital Management first reported a position in NEE in Q4 2018 and has held it in 13 quarters since. The position peaked at $327K in Q2 2019. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Allred Capital Management held 2,311 shares of NextEra Energy worth $203K as of Q2 2026.
Allred Capital Management bought 2 NextEra Energy shares in Q2 2026, an estimated $181.
NextEra Energy made up 0.07% of Allred Capital Management's portfolio in Q2 2026, its #160 holding.
Allred Capital Management first reported a position in NextEra Energy in Q4 2018 and has held it in 13 quarters since.
Allred Capital Management's NextEra Energy position peaked at $327K in Q2 2019.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.