Concurrent Investment Advisors’s NextEra Energy NEE Stock Holding History

Concurrent Investment Advisors’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	$27.1M	Buy	308,514 +49,644	+19%	+$4.49M	0.23%	82
2026 Q1	$24M	Buy	258,870 +35,762	+16%	+$3.18M	0.26%	76
2025 Q4	$17.9M	Buy	223,108 +57,283	+35%	+$4.74M	0.2%	106
2025 Q3	$12.5M	Buy	165,825 +16,804	+11%	+$1.23M	0.21%	97
2025 Q2	$10.3M	Buy	149,021 +28,435	+24%	+$1.98M	0.2%	110
2025 Q1	$8.55M	Buy	120,586 +29,131	+32%	+$2.06M	0.21%	107
2024 Q4	$6.56M	Buy	91,455 +1,429	+2%	+$111K	0.18%	119
2024 Q3	$7.61M	Buy	90,026 +3,360	+4%	+$262K	0.22%	103
2024 Q2	$6.14M	Buy	86,666 +22,286	+35%	+$1.58M	0.2%	113
2024 Q1	$4.11M	Buy	64,380 +2,432	+4%	+$142K	0.17%	138
2023 Q4	$3.76M	Buy	+61,948	New	+$3.53M	0.18%	137

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's NEE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its NextEra Energy (NEE) stake by 19% in Q2 2026, buying an estimated $4.49M and bringing the position to 308,514 shares worth $27.1M. The position accounts for 0.23% of the portfolio, ranked #82.

Concurrent Investment Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Concurrent Investment Advisors held 308,514 shares of NextEra Energy worth $27.1M as of Q2 2026.
Concurrent Investment Advisors bought 49,644 NextEra Energy shares in Q2 2026, an estimated $4.49M.
NextEra Energy made up 0.23% of Concurrent Investment Advisors's portfolio in Q2 2026, its #82 holding.
Concurrent Investment Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.