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 Q2	$305K	Sell	3,478 -200	-5%	-$18.1K	0.19%	52
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bruce G. Allen Investments's NEE Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its NextEra Energy (NEE) stake by 5.4% in Q2 2026, selling an estimated $18.1K and leaving 3,478 shares worth $305K. The position accounts for 0.19% of the portfolio, ranked #52.

Bruce G. Allen Investments first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $342K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bruce G. Allen Investments held 3,478 shares of NextEra Energy worth $305K as of Q2 2026.
Bruce G. Allen Investments sold 200 NextEra Energy shares in Q2 2026, an estimated $18.1K.
NextEra Energy made up 0.19% of Bruce G. Allen Investments's portfolio in Q2 2026, its #52 holding.
Bruce G. Allen Investments first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's NextEra Energy position peaked at $342K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.