Alpha DNA Investment Management’s NextEra Energy NEE Stock Holding History

Alpha DNA Investment 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
2025 Q1	–	Sell	-25,782	Closed	-$1.85M	–	113
2024 Q4	$1.85M	Sell	25,782 -26,183	-50%	-$2.03M	0.7%	30
2024 Q3	$4.39M	Buy	51,965 +24,478	+89%	+$1.91M	1.64%	7
2024 Q2	$1.95M	Sell	27,487 -7,208	-21%	-$511K	0.76%	29
2024 Q1	$2.22M	Sell	34,695 -22,997	-40%	-$1.35M	0.82%	15
2023 Q4	$3.5M	Buy	57,692 +31,388	+119%	+$1.79M	1.37%	9
2023 Q3	$1.51M	Buy	26,304 +375	+1%	+$26K	0.62%	32
2023 Q2	$1.92M	Buy	+25,929	New	+$1.96M	0.64%	28
2023 Q1	–	Sell	-20,787	Closed	-$1.74M	–	186
2022 Q4	$1.74M	Buy	20,787 +5,405	+35%	+$437K	0.61%	21
2022 Q3	$1.21M	Buy	+15,382	New	+$1.3M	1%	21

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alpha DNA Investment Management's NEE Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 25,782 shares — an estimated $1.85M sold.

Alpha DNA Investment Management first reported a position in NEE in Q3 2022 and held it in 9 quarters. The position peaked at $4.39M in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Alpha DNA Investment Management reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Alpha DNA Investment Management sold 25,782 NextEra Energy shares in Q1 2025, an estimated $1.85M.
Alpha DNA Investment Management first reported a position in NextEra Energy in Q3 2022 and held it in 9 quarters.
Alpha DNA Investment Management's NextEra Energy position peaked at $4.39M in Q3 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.