Alpine Bank Wealth Management’s NextEra Energy NEE Stock Holding History

Alpine Bank 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	$116K	Buy	+1,326	New	+$120K	0.01%	205
2025 Q4	–	Sell	-1,326	Closed	-$100K	–	311
2025 Q3	$100K	Hold	1,326	–	–	0.01%	194
2025 Q2	$92.1K	Sell	1,326 -10,172	-88%	-$707K	0.01%	196
2025 Q1	$815K	Buy	+11,498	New	+$812K	0.13%	78
2024 Q3	$850K	Buy	+10,052	New	+$784K	0.14%	81

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alpine Bank Wealth Management's NEE Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in NextEra Energy (NEE) in Q2 2026: 1,326 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in NEE as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in NEE in Q3 2024 and has held it in 5 quarters since. The position peaked at $850K in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Alpine Bank Wealth Management held 1,326 shares of NextEra Energy worth $116K as of Q2 2026.
NextEra Energy was a new Alpine Bank Wealth Management position in Q2 2026.
NextEra Energy made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #205 holding.
Alpine Bank Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 5 quarters since.
Alpine Bank Wealth Management's NextEra Energy position peaked at $850K in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.