Alpha Financial Partners’s NextEra Energy NEE Stock Holding History

Alpha Financial Partners’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	$247K	Sell	2,660 -204	-7%	-$18.1K	0.15%	86
2025 Q4	$230K	Buy	2,864 +53	+2%	+$4.39K	0.14%	87
2025 Q3	$212K	Sell	2,811 -120	-4%	-$8.77K	0.14%	89
2025 Q2	$203K	Sell	2,931 -93	-3%	-$6.46K	0.15%	86
2025 Q1	$214K	Sell	3,024 -160	-5%	-$11.3K	0.17%	79
2024 Q4	$228K	Buy	3,184 +491	+18%	+$38.1K	0.18%	69
2024 Q3	$228K	Sell	2,693 -721	-21%	-$56.3K	0.16%	93
2024 Q2	$242K	Sell	3,414 -1,008	-23%	-$71.5K	0.21%	63
2024 Q1	$283K	Sell	4,422 -2,554	-37%	-$150K	0.26%	48
2023 Q4	$424K	Sell	6,976 -1,656	-19%	-$94.4K	0.42%	33
2023 Q3	$495K	Buy	8,632 +1,161	+16%	+$80.4K	0.57%	31
2023 Q2	$554K	Buy	7,471 +414	+6%	+$31.3K	0.59%	34
2023 Q1	$544K	Sell	7,057 -161	-2%	-$12.4K	0.61%	31
2022 Q4	$603K	Buy	+7,218	New	+$583K	0.73%	27

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 Financial Partners's NEE Position: Q1 2026 in Review

Alpha Financial Partners reduced its NextEra Energy (NEE) stake by 7.1% in Q1 2026, selling an estimated $18.1K and leaving 2,660 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #86.

Alpha Financial Partners first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $603K in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Alpha Financial Partners held 2,660 shares of NextEra Energy worth $247K as of Q1 2026.
Alpha Financial Partners sold 204 NextEra Energy shares in Q1 2026, an estimated $18.1K.
NextEra Energy made up 0.15% of Alpha Financial Partners's portfolio in Q1 2026, its #86 holding.
Alpha Financial Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Partners's NextEra Energy position peaked at $603K in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.