Alpha Capital Management’s NextEra Energy NEE Stock Holding History

Alpha 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	$10.2M	Sell	109,501 -3,087	-3%	-$274K	1.47%	17
2025 Q4	$9.04M	Sell	112,588 -571	-0.5%	-$47.3K	1.27%	22
2025 Q3	$8.54M	Buy	113,159 +1,616	+1%	+$118K	1.36%	24
2025 Q2	$7.74M	Buy	111,543 +2,570	+2%	+$179K	1.33%	26
2025 Q1	$7.73M	Buy	108,973 +1,335	+1%	+$94.2K	1.47%	19
2024 Q4	$7.72M	Buy	107,638 +478	+0.4%	+$37.1K	1.41%	22
2024 Q3	$9.06M	Sell	107,160 -1,971	-2%	-$154K	1.7%	16
2024 Q2	$7.73M	Buy	109,131 +605	+0.6%	+$42.9K	1.5%	19
2024 Q1	$6.94M	Buy	108,526 +1,653	+2%	+$96.8K	1.35%	21
2023 Q4	$6.49M	Buy	+106,873	New	+$6.09M	1.34%	20
2013 Q3	–	Sell	-137,552	Closed	-$2.8M	–	89
2013 Q2	$2.8M	Buy	+137,552	New	+$2.73M	2.63%	10

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

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

Alpha Capital Management reduced its NextEra Energy (NEE) stake by 2.7% in Q1 2026, selling an estimated $274K and leaving 109,501 shares worth $10.2M. The position accounts for 1.47% of the portfolio, ranked #17.

Alpha Capital Management first reported a position in NEE in Q2 2013 and has held it in 11 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Alpha Capital Management held 109,501 shares of NextEra Energy worth $10.2M as of Q1 2026.
Alpha Capital Management sold 3,087 NextEra Energy shares in Q1 2026, an estimated $274K.
NextEra Energy made up 1.47% of Alpha Capital Management's portfolio in Q1 2026, its #17 holding.
Alpha Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 11 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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