Alpha Family Trust’s NextEra Energy NEE Stock Holding History

Alpha Family Trust’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	$340K	Hold	3,660	–	–	0.17%	112
2025 Q4	$294K	Hold	3,660	–	–	0.13%	137
2025 Q3	$276K	Sell	3,660 -1,375	-27%	-$100K	0.13%	134
2025 Q2	$350K	Buy	5,035 +1,375	+38%	+$95.5K	0.17%	111
2025 Q1	$259K	Hold	3,660	–	–	0.15%	135
2024 Q4	$262K	Hold	3,660	–	–	0.15%	118
2024 Q3	$309K	Hold	3,660	–	–	0.17%	102
2024 Q2	$259K	Buy	+3,660	New	+$260K	0.15%	112
2024 Q1	–	Sell	-7,520	Closed	-$457K	–	162
2023 Q4	$457K	Buy	7,520 +3,180	+73%	+$181K	0.31%	62
2023 Q3	$249K	Sell	4,340 -780	-15%	-$54K	0.19%	100
2023 Q2	$380K	Hold	5,120	–	–	0.27%	62
2023 Q1	$395K	Hold	5,120	–	–	0.31%	61
2022 Q4	$428K	Buy	+5,120	New	+$414K	0.39%	48

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 Family Trust's NEE Position: Q1 2026 in Review

Alpha Family Trust held its NextEra Energy (NEE) position steady in Q1 2026 at 3,660 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #112.

Alpha Family Trust first reported a position in NEE in Q4 2022 and has held it in 13 quarters since. The position peaked at $457K in Q4 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Alpha Family Trust held 3,660 shares of NextEra Energy worth $340K as of Q1 2026.
Alpha Family Trust left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.17% of Alpha Family Trust's portfolio in Q1 2026, its #112 holding.
Alpha Family Trust first reported a position in NextEra Energy in Q4 2022 and has held it in 13 quarters since.
Alpha Family Trust's NextEra Energy position peaked at $457K in Q4 2023.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.