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 Q2	$321K	Hold	3,660	–	–	0.13%	127
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 $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

Alpha Family Trust's NEE Position: Q2 2026 in Review

Alpha Family Trust held its NextEra Energy (NEE) position steady in Q2 2026 at 3,660 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #127.

Alpha Family Trust first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $457K in Q4 2023. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Alpha Family Trust held 3,660 shares of NextEra Energy worth $321K as of Q2 2026.
Alpha Family Trust left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.13% of Alpha Family Trust's portfolio in Q2 2026, its #127 holding.
Alpha Family Trust first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's NextEra Energy position peaked at $457K in Q4 2023.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.