Alpha Omega Wealth Management’s NextEra Energy NEE Stock Holding History

Alpha Omega Wealth 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 Q2	$636K	Sell	7,245 -10	-0.1%	-$905	0.1%	134
2026 Q1	$674K	Buy	7,255 +45	+0.6%	+$4K	0.11%	132
2025 Q4	$579K	Sell	7,210 -57	-0.8%	-$4.72K	0.1%	141
2025 Q3	$549K	Hold	7,267	–	–	0.09%	145
2025 Q2	$504K	Sell	7,267 -172	-2%	-$11.9K	0.09%	150
2025 Q1	$527K	Buy	7,439 +52	+0.7%	+$3.67K	0.1%	138
2024 Q4	$530K	Hold	7,387	–	–	0.1%	141
2024 Q3	$624K	Hold	7,387	–	–	0.11%	135
2024 Q2	$523K	Sell	7,387 -840	-10%	-$59.6K	0.1%	144
2024 Q1	$526K	Buy	8,227 +960	+13%	+$56.2K	0.1%	145
2023 Q4	$441K	Sell	7,267 -300	-4%	-$17.1K	0.07%	151
2023 Q3	$434K	Hold	7,567	–	–	0.07%	144
2023 Q2	$561K	Sell	7,567 -422	-5%	-$31.9K	0.09%	136
2023 Q1	$616K	Sell	7,989 -6	-0.1%	-$461	0.11%	133
2022 Q4	$668K	Hold	7,995	–	–	0.12%	129
2022 Q3	$627K	Sell	7,995 -139	-2%	-$11.8K	0.12%	126
2022 Q2	$630K	Buy	8,134 +139	+2%	+$10.6K	0.11%	127
2022 Q1	$677K	Buy	7,995 +100	+1%	+$8.01K	0.11%	132
2021 Q4	$670K	Buy	7,895 +429	+6%	+$37.1K	0.1%	136
2021 Q3	$586K	Hold	7,466	–	–	0.1%	141
2021 Q2	$547K	Buy	7,466 +6	+0.1%	+$450	0.09%	149
2021 Q1	$564K	Buy	7,460 +200	+3%	+$15.6K	0.1%	138
2020 Q4	$560K	Hold	7,260	–	–	0.09%	131
2020 Q3	$504K	Hold	7,260	–	–	0.07%	126
2020 Q2	$436K	Hold	7,260	–	–	0.07%	133
2020 Q1	$437K	Hold	7,260	–	–	0.08%	131
2019 Q4	$440K	Hold	7,260	–	–	0.07%	144
2019 Q3	$403K	Buy	7,260 +5,664	+355%	+$307K	0.07%	152
2019 Q2	$82K	Hold	1,596	–	–	0.03%	210
2019 Q1	$77K	Sell	1,596 -316	-17%	-$14.4K	0.03%	208
2018 Q4	$83K	Hold	1,912	–	–	0.04%	194
2018 Q3	$80K	Hold	1,912	–	–	0.04%	194
2018 Q2	$80K	Buy	1,912 +1,296	+210%	+$52.3K	0.04%	192
2018 Q1	$25K	Hold	616	–	–	0.01%	278
2017 Q4	$24K	Hold	616	–	–	0.01%	276
2017 Q3	$23K	Hold	616	–	–	0.01%	284
2017 Q2	$22K	Hold	616	–	–	0.01%	286
2017 Q1	$20K	Hold	616	–	–	0.01%	295
2016 Q4	$18K	Buy	+616	New	+$18.4K	0.01%	299

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Alpha Omega Wealth Management's NEE Position: Q2 2026 in Review

Alpha Omega Wealth Management reduced its NextEra Energy (NEE) stake by 0.14% in Q2 2026, selling an estimated $905 and leaving 7,245 shares worth $636K. The position accounts for 0.1% of the portfolio, ranked #134.

Alpha Omega Wealth Management first reported a position in NEE in Q4 2016 and has held it in 39 quarters since. The position peaked at $677K in Q1 2022. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Alpha Omega Wealth Management held 7,245 shares of NextEra Energy worth $636K as of Q2 2026.
Alpha Omega Wealth Management sold 10 NextEra Energy shares in Q2 2026, an estimated $905.
NextEra Energy made up 0.1% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #134 holding.
Alpha Omega Wealth Management first reported a position in NextEra Energy in Q4 2016 and has held it in 39 quarters since.
Alpha Omega Wealth Management's NextEra Energy position peaked at $677K in Q1 2022.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.