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 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 $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

Allred Capital Management's NEE Position: Q1 2026 in Review

Allred Capital Management opened a new position in NextEra Energy (NEE) in Q1 2026: 2,309 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #150 among its holdings. This is a return to the name: Allred Capital Management previously reported a position in NEE as recently as Q1 2023.

Allred Capital Management first reported a position in NEE in Q4 2018 and has held it in 12 quarters since. The position peaked at $327K in Q2 2019. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Allred Capital Management held 2,309 shares of NextEra Energy worth $215K as of Q1 2026.
NextEra Energy was a new Allred Capital Management position in Q1 2026.
NextEra Energy made up 0.08% of Allred Capital Management's portfolio in Q1 2026, its #150 holding.
Allred Capital Management first reported a position in NextEra Energy in Q4 2018 and has held it in 12 quarters since.
Allred Capital Management's NextEra Energy position peaked at $327K in Q2 2019.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.