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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
Q2 		$1.31M Buy
14,973
+3,879
+35% +$351K 0.03% 223
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AlTi Global's NEE Position: Q2 2026 in Review

AlTi Global increased its NextEra Energy (NEE) stake by 35% in Q2 2026, buying an estimated $351K and bringing the position to 14,973 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #223.

AlTi Global first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • AlTi Global held 14,973 shares of NextEra Energy worth $1.31M as of Q2 2026.
  • AlTi Global bought 3,879 NextEra Energy shares in Q2 2026, an estimated $351K.
  • NextEra Energy made up 0.03% of AlTi Global's portfolio in Q2 2026, its #223 holding.
  • AlTi Global first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.