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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
Q2 		$238K Hold
2,716
– – 0.1% 63
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
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 $3.37T AUM 44.26% 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

CarsonAllaria Wealth Management's NEE Position: Q2 2026 in Review

CarsonAllaria Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 2,716 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #63.

CarsonAllaria Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $298K in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CarsonAllaria Wealth Management held 2,716 shares of NextEra Energy worth $238K as of Q2 2026.
  • CarsonAllaria Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.1% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #63 holding.
  • CarsonAllaria Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's NextEra Energy position peaked at $298K in Q4 2021.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.