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AlphaCore Capital’s NextEra Energy NEE Stock Holding History

AlphaCore Capital’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 		$5.33M Buy
60,764
+7,274
+14% +$658K 0.1% 177
2026
Q1 		$4.97M Sell
53,490
-1,659
-3% -$147K 0.12% 157
2025
Q4 		$4.43M Buy
55,149
+14,243
+35% +$1.18M 0.1% 178
2025
Q3 		$3.09M Buy
40,906
+4,295
+12% +$314K 0.1% 151
2025
Q2 		$2.54M Buy
36,611
+10,043
+38% +$698K 0.1% 162
2025
Q1 		$1.88M Buy
26,568
+9,791
+58% +$691K 0.16% 127
2024
Q4 		$1.2M Buy
16,777
+1,172
+8% +$91K 0.26% 68
2024
Q3 		$1.32M Buy
15,605
+2,359
+18% +$184K 0.3% 62
2024
Q2 		$938K Buy
13,246
+7,105
+116% +$504K 0.23% 71
2024
Q1 		$392K Sell
6,141
-3,591
-37% -$210K 0.1% 109
2023
Q4 		$591K Sell
9,732
-4,228
-30% -$241K 0.09% 134
2023
Q3 		$800K Sell
13,960
-914
-6% -$63.3K 0.13% 113
2023
Q2 		$1.1M Sell
14,874
-1,131
-7% -$85.6K 0.18% 93
2023
Q1 		$1.23M Buy
16,005
+10,314
+181% +$793K 0.33% 47
2022
Q4 		$476K Buy
5,691
+825
+17% +$66.6K 0.18% 47
2022
Q3 		$382K Buy
4,866
+1,600
+49% +$136K 0.17% 47
2022
Q2 		$253K Buy
3,266
+575
+21% +$43.8K 0.12% 59
2022
Q1 		$228K Buy
+2,691
New +$216K 0.09% 65
2020
Q2 		– Sell
-616
Closed -$37K – 218
2020
Q1 		$37K Buy
+616
New +$38.7K 0.03% 119

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AlphaCore Capital's NEE Position: Q2 2026 in Review

AlphaCore Capital increased its NextEra Energy (NEE) stake by 14% in Q2 2026, buying an estimated $658K and bringing the position to 60,764 shares worth $5.33M. The position accounts for 0.1% of the portfolio, ranked #177.

AlphaCore Capital first reported a position in NEE in Q1 2020 and has held it in 19 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • AlphaCore Capital held 60,764 shares of NextEra Energy worth $5.33M as of Q2 2026.
  • AlphaCore Capital bought 7,274 NextEra Energy shares in Q2 2026, an estimated $658K.
  • NextEra Energy made up 0.1% of AlphaCore Capital's portfolio in Q2 2026, its #177 holding.
  • AlphaCore Capital first reported a position in NextEra Energy in Q1 2020 and has held it in 19 quarters since.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.