Concord Asset Management (Virginia)’s NextEra Energy NEE Stock Holding History

Concord Asset Management (Virginia)’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	$4.36M	Buy	46,918 +1,211	+3%	+$108K	0.74%	33
2025 Q4	$3.67M	Sell	45,707 -439	-1%	-$36.4K	0.64%	36
2025 Q3	$3.48M	Sell	46,146 -9,716	-17%	-$710K	0.63%	35
2025 Q2	$3.88M	Buy	55,862 +1,031	+2%	+$71.6K	0.58%	36
2025 Q1	$3.69M	Buy	54,831 +10,449	+24%	+$738K	0.81%	29
2024 Q4	$3.18M	Buy	44,382 +2,537	+6%	+$197K	0.7%	36
2024 Q3	$3.54M	Buy	41,845 +8,023	+24%	+$626K	0.8%	38
2024 Q2	$2.39M	Buy	33,822 +2,718	+9%	+$193K	0.59%	44
2024 Q1	$1.99M	Buy	31,104 +5,233	+20%	+$307K	0.52%	45
2023 Q4	$1.57M	Buy	25,871 +6,819	+36%	+$389K	0.46%	49
2023 Q3	$1.09M	Buy	19,052 +10,249	+116%	+$710K	0.37%	49
2023 Q2	$653K	Buy	8,803 +1,174	+15%	+$88.9K	0.23%	55
2023 Q1	$588K	Buy	+7,629	New	+$587K	0.24%	51

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

Concord Asset Management (Virginia)'s NEE Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its NextEra Energy (NEE) stake by 2.6% in Q1 2026, buying an estimated $108K and bringing the position to 46,918 shares worth $4.36M. The position accounts for 0.74% of the portfolio, ranked #33.

Concord Asset Management (Virginia) first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Concord Asset Management (Virginia) held 46,918 shares of NextEra Energy worth $4.36M as of Q1 2026.
Concord Asset Management (Virginia) bought 1,211 NextEra Energy shares in Q1 2026, an estimated $108K.
NextEra Energy made up 0.74% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #33 holding.
Concord Asset Management (Virginia) first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.