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AlTi Global’s NextEra Energy NEE Stock Holding History

AlTi Global’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 		$1.03M Sell
11,094
-784
-7% -$69.7K 0.02% 237
2025
Q4 		$954K Sell
11,878
-3,896
-25% -$323K 0.02% 238
2025
Q3 		$1.19M Buy
15,774
+1,681
+12% +$123K 0.03% 220
2025
Q2 		$985K Buy
14,093
+2,282
+19% +$159K 0.02% 237
2025
Q1 		$837K Buy
11,811
+2,258
+24% +$159K 0.02% 226
2024
Q4 		$683K Sell
9,553
-2,657
-22% -$206K 0.02% 252
2024
Q3 		$1.03M Buy
12,210
+4,587
+60% +$358K 0.02% 212
2024
Q2 		$540K Buy
7,623
+2,086
+38% +$148K 0.01% 249
2024
Q1 		$354K Sell
5,537
-12,029
-68% -$705K 0.01% 294
2023
Q4 		$1.07M Buy
+17,566
New +$1M 0.03% 176

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

AlTi Global's NEE Position: Q1 2026 in Review

AlTi Global reduced its NextEra Energy (NEE) stake by 6.6% in Q1 2026, selling an estimated $69.7K and leaving 11,094 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #237.

AlTi Global first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • AlTi Global held 11,094 shares of NextEra Energy worth $1.03M as of Q1 2026.
  • AlTi Global sold 784 NextEra Energy shares in Q1 2026, an estimated $69.7K.
  • NextEra Energy made up 0.02% of AlTi Global's portfolio in Q1 2026, its #237 holding.
  • AlTi Global first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's NextEra Energy position peaked at $1.19M in Q3 2025.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.