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Wealth Alliance’s NextEra Energy NEE Stock Holding History

Wealth Alliance’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 		$3.11M Sell
33,434
-1,580
-5% -$140K 0.31% 73
2025
Q4 		$2.81M Sell
35,014
-682
-2% -$56.5K 0.28% 65
2025
Q3 		$2.69M Buy
35,696
+564
+2% +$41.2K 0.28% 71
2025
Q2 		$2.44M Buy
35,132
+179
+0.5% +$12.4K 0.27% 74
2025
Q1 		$2.48M Buy
34,953
+280
+0.8% +$19.8K 0.3% 68
2024
Q4 		$2.49M Sell
34,673
-4,988
-13% -$387K 0.3% 68
2024
Q3 		$3.35M Sell
39,661
-1,156
-3% -$90.2K 0.4% 42
2024
Q2 		$2.89M Buy
40,817
+6,849
+20% +$486K 0.37% 48
2024
Q1 		$2.17M Sell
33,968
-4,263
-11% -$250K 0.28% 67
2023
Q4 		$2.32M Buy
38,231
+798
+2% +$45.5K 0.33% 54
2023
Q3 		$2.14M Buy
37,433
+1,173
+3% +$81.2K 0.34% 57
2023
Q2 		$2.69M Buy
36,260
+1,543
+4% +$117K 0.4% 40
2023
Q1 		$2.68M Buy
34,717
+4,092
+13% +$315K 0.43% 36
2022
Q4 		$2.56M Buy
30,625
+617
+2% +$49.8K 0.45% 34
2022
Q3 		$2.35M Sell
30,008
-529
-2% -$44.9K 0.46% 33
2022
Q2 		$2.37M Buy
30,537
+4,739
+18% +$361K 0.45% 38
2022
Q1 		$2.19M Buy
25,798
+10,016
+63% +$803K 0.45% 36
2021
Q4 		$1.47M Sell
15,782
-2,890
-15% -$250K 0.3% 71
2021
Q3 		$1.47M Buy
18,672
+44
+0.2% +$3.55K 0.33% 60
2021
Q2 		$1.36M Buy
18,628
+1,887
+11% +$142K 0.32% 67
2021
Q1 		$1.27M Sell
16,741
-2,228
-12% -$174K 0.35% 63
2020
Q4 		$1.46M Buy
18,969
+2,865
+18% +$214K 0.43% 48
2020
Q3 		$1.12M Buy
16,104
+540
+3% +$37.3K 0.4% 60
2020
Q2 		$934K Sell
15,564
-84
-0.5% -$5.03K 0.37% 70
2020
Q1 		$941K Buy
+15,648
New +$984K 0.51% 47

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Alliance's NEE Position: Q1 2026 in Review

Wealth Alliance reduced its NextEra Energy (NEE) stake by 4.5% in Q1 2026, selling an estimated $140K and leaving 33,434 shares worth $3.11M. The position accounts for 0.31% of the portfolio, ranked #73.

Wealth Alliance first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.35M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Wealth Alliance held 33,434 shares of NextEra Energy worth $3.11M as of Q1 2026.
  • Wealth Alliance sold 1,580 NextEra Energy shares in Q1 2026, an estimated $140K.
  • NextEra Energy made up 0.31% of Wealth Alliance's portfolio in Q1 2026, its #73 holding.
  • Wealth Alliance first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's NextEra Energy position peaked at $3.35M in Q3 2024.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.