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AlphaStar Capital Management’s NextEra Energy NEE Stock Holding History

AlphaStar Capital 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 		$308K Sell
3,513
-3,023
-46% -$273K 0.02% 231
2026
Q1 		$607K Buy
6,536
+3,252
+99% +$289K 0.04% 130
2025
Q4 		$264K Sell
3,284
-15
-0.5% -$1.24K 0.02% 214
2025
Q3 		$249K Buy
3,299
+312
+10% +$22.8K 0.02% 175
2025
Q2 		$207K Sell
2,987
-138
-4% -$9.59K 0.01% 347
2025
Q1 		$222K Sell
3,125
-620
-17% -$43.8K 0.02% 172
2024
Q4 		$268K Sell
3,745
-47
-1% -$3.65K 0.03% 172
2024
Q3 		$321K Buy
3,792
+408
+12% +$31.8K 0.03% 297
2024
Q2 		$240K Sell
3,384
-99
-3% -$7.02K 0.02% 282
2024
Q1 		$223K Sell
3,483
-157
-4% -$9.2K 0.02% 269
2023
Q4 		$221K Buy
+3,640
New +$207K 0.02% 258
2023
Q3 		– Sell
-3,952
Closed -$293K – 262
2023
Q2 		$293K Buy
3,952
+64
+2% +$4.84K 0.03% 224
2023
Q1 		$300K Buy
3,888
+629
+19% +$48.4K 0.03% 228
2022
Q4 		$272K Buy
+3,259
New +$263K 0.03% 263
2022
Q1 		– Sell
-2,598
Closed -$216K – 406
2021
Q4 		$216K Sell
2,598
-415
-14% -$35.9K 0.02% 356
2021
Q3 		$253K Buy
+3,013
New +$243K 0.02% 335
2019
Q3 		– Sell
-6,724
Closed -$344K – 225
2019
Q2 		$344K Buy
+6,724
New +$331K 0.09% 155
2018
Q2 		– Sell
-8,708
Closed -$356K – 238
2018
Q1 		$356K Buy
8,708
+852
+11% +$32.9K 0.14% 132
2017
Q4 		$307K Buy
+7,856
New +$303K 0.08% 154

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

AlphaStar Capital Management's NEE Position: Q2 2026 in Review

AlphaStar Capital Management reduced its NextEra Energy (NEE) stake by 46% in Q2 2026, selling an estimated $273K and leaving 3,513 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #231.

AlphaStar Capital Management first reported a position in NEE in Q4 2017 and has held it in 19 quarters since. The position peaked at $607K in Q1 2026. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • AlphaStar Capital Management held 3,513 shares of NextEra Energy worth $308K as of Q2 2026.
  • AlphaStar Capital Management sold 3,023 NextEra Energy shares in Q2 2026, an estimated $273K.
  • NextEra Energy made up 0.02% of AlphaStar Capital Management's portfolio in Q2 2026, its #231 holding.
  • AlphaStar Capital Management first reported a position in NextEra Energy in Q4 2017 and has held it in 19 quarters since.
  • AlphaStar Capital Management's NextEra Energy position peaked at $607K in Q1 2026.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.