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 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 $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

Concorde Asset Management's NEE Position: Q1 2026 in Review

Concorde Asset Management opened a new position in NextEra Energy (NEE) in Q1 2026: 2,331 shares worth $217K. The stake represents 0.11% of the portfolio and ranks #182 among its holdings. This is a return to the name: Concorde Asset Management previously reported a position in NEE as recently as Q3 2024.

Concorde Asset Management first reported a position in NEE in Q2 2016 and has held it in 17 quarters since. The position peaked at $2.47M in Q1 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Concorde Asset Management held 2,331 shares of NextEra Energy worth $217K as of Q1 2026.
NextEra Energy was a new Concorde Asset Management position in Q1 2026.
NextEra Energy made up 0.11% of Concorde Asset Management's portfolio in Q1 2026, its #182 holding.
Concorde Asset Management first reported a position in NextEra Energy in Q2 2016 and has held it in 17 quarters since.
Concorde Asset Management's NextEra Energy position peaked at $2.47M in Q1 2022.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.