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 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 $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

Concurrent Investment Advisors's NEE Position: Q1 2026 in Review

Concurrent Investment Advisors increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $3.18M and bringing the position to 258,870 shares worth $24M. The position accounts for 0.26% of the portfolio, ranked #76.

Concurrent Investment Advisors first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Concurrent Investment Advisors held 258,870 shares of NextEra Energy worth $24M as of Q1 2026.
Concurrent Investment Advisors bought 35,762 NextEra Energy shares in Q1 2026, an estimated $3.18M.
NextEra Energy made up 0.26% of Concurrent Investment Advisors's portfolio in Q1 2026, its #76 holding.
Concurrent Investment Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.