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 Q2	$5.37M	Buy	61,178 +14,260	+30%	+$1.29M	0.83%	29
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Concord Asset Management (Virginia)'s NEE Position: Q2 2026 in Review

Concord Asset Management (Virginia) increased its NextEra Energy (NEE) stake by 30% in Q2 2026, buying an estimated $1.29M and bringing the position to 61,178 shares worth $5.37M. The position accounts for 0.83% of the portfolio, ranked #29.

Concord Asset Management (Virginia) first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Concord Asset Management (Virginia) held 61,178 shares of NextEra Energy worth $5.37M as of Q2 2026.
Concord Asset Management (Virginia) bought 14,260 NextEra Energy shares in Q2 2026, an estimated $1.29M.
NextEra Energy made up 0.83% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #29 holding.
Concord Asset Management (Virginia) first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.