Alta Advisers’s NextEra Energy NEE Stock Holding History

Alta Advisers’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	$759K	Hold	8,170	–	–	0.27%	54
2025 Q4	$656K	Sell	8,170 -2,600	-24%	-$215K	0.24%	66
2025 Q3	$813K	Hold	10,770	–	–	0.25%	65
2025 Q2	$748K	Hold	10,770	–	–	0.27%	70
2025 Q1	$763K	Buy	10,770 +3,900	+57%	+$275K	0.33%	62
2024 Q4	$493K	Buy	6,870 +1,370	+25%	+$106K	0.31%	63
2024 Q3	$465K	Hold	5,500	–	–	0.21%	60
2024 Q2	$389K	Hold	5,500	–	–	0.19%	65
2024 Q1	$352K	Buy	5,500 +400	+8%	+$23.4K	0.17%	70
2023 Q4	$310K	Hold	5,100	–	–	0.17%	73
2023 Q3	$292K	Hold	5,100	–	–	0.17%	70
2023 Q2	$378K	Hold	5,100	–	–	0.21%	51
2023 Q1	$393K	Hold	5,100	–	–	0.23%	49
2022 Q4	$426K	Hold	5,100	–	–	0.26%	42
2022 Q3	$400K	Buy	+5,100	New	+$433K	0.25%	41

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alta Advisers's NEE Position: Q1 2026 in Review

Alta Advisers held its NextEra Energy (NEE) position steady in Q1 2026 at 8,170 shares worth $759K. The position accounts for 0.27% of the portfolio, ranked #54.

Alta Advisers first reported a position in NEE in Q3 2022 and has held it in 15 quarters since. The position peaked at $813K in Q3 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Alta Advisers held 8,170 shares of NextEra Energy worth $759K as of Q1 2026.
Alta Advisers left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.27% of Alta Advisers's portfolio in Q1 2026, its #54 holding.
Alta Advisers first reported a position in NextEra Energy in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's NextEra Energy position peaked at $813K in Q3 2025.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.