Alteri Wealth’s NextEra Energy NEE Stock Holding History

Alteri Wealth’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	$477K	Buy	5,438 +222	+4%	+$20.1K	0.13%	176
2026 Q1	$485K	Buy	5,216 +39	+0.8%	+$3.47K	0.16%	165
2025 Q4	$416K	Buy	5,177 +478	+10%	+$39.6K	0.13%	180
2025 Q3	$355K	Sell	4,699 -700	-13%	-$51.1K	0.12%	189
2025 Q2	$375K	Sell	5,399 -1,700	-24%	-$118K	0.15%	171
2025 Q1	$503K	Sell	7,099 -555	-7%	-$39.2K	0.22%	115
2024 Q4	$549K	Buy	+7,654	New	+$595K	0.15%	105

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Alteri Wealth's NEE Position: Q2 2026 in Review

Alteri Wealth increased its NextEra Energy (NEE) stake by 4.3% in Q2 2026, buying an estimated $20.1K and bringing the position to 5,438 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #176.

Alteri Wealth first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $549K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Alteri Wealth held 5,438 shares of NextEra Energy worth $477K as of Q2 2026.
Alteri Wealth bought 222 NextEra Energy shares in Q2 2026, an estimated $20.1K.
NextEra Energy made up 0.13% of Alteri Wealth's portfolio in Q2 2026, its #176 holding.
Alteri Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's NextEra Energy position peaked at $549K in Q4 2024.
1,292 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.