CarsonAllaria Wealth Management’s NextEra Energy NEE Stock Holding History

CarsonAllaria Wealth Management’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	$252K	Hold	2,716	–	–	0.12%	56
2025 Q4	$218K	Buy	2,716 +6	+0.2%	+$497	0.11%	62
2025 Q3	$205K	Buy	2,710 +1	+0%	+$73	0.11%	66
2025 Q2	$188K	Sell	2,709 -3	-0.1%	-$208	0.1%	67
2025 Q1	$192K	Sell	2,712 -6	-0.2%	-$424	0.11%	68
2024 Q4	$195K	Sell	2,718 -588	-18%	-$45.7K	0.11%	67
2024 Q3	$280K	Sell	3,306 -456	-12%	-$35.6K	0.16%	52
2024 Q2	$266K	Buy	3,762 +459	+14%	+$32.6K	0.16%	51
2024 Q1	$211K	Buy	3,303 +2	+0.1%	+$117	0.13%	64
2023 Q4	$201K	Buy	3,301 +2	+0.1%	+$114	0.14%	66
2023 Q3	$189K	Sell	3,299 -53	-2%	-$3.67K	0.15%	61
2023 Q2	$249K	Buy	3,352 +2	+0.1%	+$151	0.2%	55
2023 Q1	$258K	Buy	3,350 +2	+0.1%	+$154	0.22%	54
2022 Q4	$280K	Buy	3,348 +300	+10%	+$24.2K	0.25%	52
2022 Q3	$239K	Hold	3,048	–	–	0.22%	58
2022 Q2	$236K	Hold	3,048	–	–	0.22%	55
2022 Q1	$258K	Sell	3,048 -148	-5%	-$11.9K	0.23%	55
2021 Q4	$298K	Buy	+3,196	New	+$276K	0.26%	47

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CarsonAllaria Wealth Management's NEE Position: Q1 2026 in Review

CarsonAllaria Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 2,716 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #56.

CarsonAllaria Wealth Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $298K in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

CarsonAllaria Wealth Management held 2,716 shares of NextEra Energy worth $252K as of Q1 2026.
CarsonAllaria Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.12% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #56 holding.
CarsonAllaria Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's NextEra Energy position peaked at $298K in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.