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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AlphaStar Capital Management's NEE Position: Q1 2026 in Review

AlphaStar Capital Management increased its NextEra Energy (NEE) stake by 99% in Q1 2026, buying an estimated $289K and bringing the position to 6,536 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #130.

AlphaStar Capital Management first reported a position in NEE in Q4 2017 and has held it in 18 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • AlphaStar Capital Management held 6,536 shares of NextEra Energy worth $607K as of Q1 2026.
  • AlphaStar Capital Management bought 3,252 NextEra Energy shares in Q1 2026, an estimated $289K.
  • NextEra Energy made up 0.04% of AlphaStar Capital Management's portfolio in Q1 2026, its #130 holding.
  • AlphaStar Capital Management first reported a position in NextEra Energy in Q4 2017 and has held it in 18 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.