Concorde Asset Management’s NextEra Energy NEE Stock Holding History

Concorde Asset 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	$223K	Buy	2,540 +209	+9%	+$18.9K	0.13%	129
2026 Q1	$217K	Buy	+2,331	New	+$207K	0.11%	182
2024 Q4	–	Sell	-2,465	Closed	-$208K	–	195
2024 Q3	$208K	Buy	+2,465	New	+$192K	0.12%	160
2023 Q3	–	Sell	-3,473	Closed	-$258K	–	149
2023 Q2	$258K	Buy	+3,473	New	+$263K	0.24%	92
2023 Q1	–	Sell	-14,517	Closed	-$1.21M	–	128
2022 Q4	$1.21M	Buy	14,517 +5,443	+60%	+$440K	1.08%	29
2022 Q3	$711K	Buy	+9,074	New	+$770K	0.8%	39
2022 Q2	–	Sell	-29,105	Closed	-$2.47M	–	149
2022 Q1	$2.47M	Buy	29,105 +17,353	+148%	+$1.39M	1.64%	15
2021 Q4	$1.09M	Sell	11,752 -1,943	-14%	-$168K	0.65%	52
2021 Q3	$1.07M	Buy	13,695 +7,257	+113%	+$585K	0.62%	49
2021 Q2	$472K	Buy	6,438 +2,119	+49%	+$159K	0.27%	98
2021 Q1	$327K	Buy	+4,319	New	+$337K	0.19%	136
2019 Q2	–	Sell	-5,284	Closed	-$253K	–	226
2019 Q1	$253K	Buy	+5,284	New	+$242K	0.16%	166
2017 Q4	–	Sell	-5,700	Closed	-$210K	–	136
2017 Q3	$210K	Sell	5,700 -2,336	-29%	-$85.6K	0.18%	138
2017 Q2	$281K	Hold	8,036	–	–	0.38%	96
2017 Q1	$259K	Buy	8,036 +452	+6%	+$14.2K	0.43%	87
2016 Q4	$225K	Sell	7,584 -1,708	-18%	-$51K	0.4%	94
2016 Q3	$283K	Buy	9,292 +164	+2%	+$5.17K	0.36%	84
2016 Q2	$297K	Buy	+9,128	New	+$274K	0.3%	87

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

Concorde Asset Management's NEE Position: Q2 2026 in Review

Concorde Asset Management increased its NextEra Energy (NEE) stake by 9% in Q2 2026, buying an estimated $18.9K and bringing the position to 2,540 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #129.

Concorde Asset Management first reported a position in NEE in Q2 2016 and has held it in 18 quarters since. The position peaked at $2.47M in Q1 2022. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Concorde Asset Management held 2,540 shares of NextEra Energy worth $223K as of Q2 2026.
Concorde Asset Management bought 209 NextEra Energy shares in Q2 2026, an estimated $18.9K.
NextEra Energy made up 0.13% of Concorde Asset Management's portfolio in Q2 2026, its #129 holding.
Concorde Asset Management first reported a position in NextEra Energy in Q2 2016 and has held it in 18 quarters since.
Concorde Asset Management's NextEra Energy position peaked at $2.47M in Q1 2022.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.