BGAI
NEE icon

Bruce G. Allen Investments’s NextEra Energy NEE Stock Holding History

Bruce G. Allen Investments’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 		$342K Buy
3,678
+8
+0.2% +$711 0.22% 49
2025
Q4 		$295K Sell
3,670
-16
-0.4% -$1.32K 0.2% 57
2025
Q3 		$278K Sell
3,686
-36
-1% -$2.63K 0.2% 60
2025
Q2 		$258K Sell
3,722
-12
-0.3% -$834 0.2% 60
2025
Q1 		$265K Sell
3,734
-72
-2% -$5.08K 0.21% 57
2024
Q4 		$273K Sell
3,806
-4
-0.1% -$311 0.22% 58
2024
Q3 		$322K Buy
3,810
+19
+0.5% +$1.48K 0.25% 51
2024
Q2 		$268K Buy
3,791
+280
+8% +$19.9K 0.23% 59
2024
Q1 		$224K Buy
3,511
+51
+1% +$2.99K 0.18% 68
2023
Q4 		$210K Buy
+3,460
New +$197K 0.19% 70

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

Bruce G. Allen Investments's NEE Position: Q1 2026 in Review

Bruce G. Allen Investments increased its NextEra Energy (NEE) stake by 0.22% in Q1 2026, buying an estimated $711 and bringing the position to 3,678 shares worth $342K. The position accounts for 0.22% of the portfolio, ranked #49.

Bruce G. Allen Investments first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bruce G. Allen Investments held 3,678 shares of NextEra Energy worth $342K as of Q1 2026.
  • Bruce G. Allen Investments bought 8 NextEra Energy shares in Q1 2026, an estimated $711.
  • NextEra Energy made up 0.22% of Bruce G. Allen Investments's portfolio in Q1 2026, its #49 holding.
  • Bruce G. Allen Investments first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.