SEC 13F Intelligence

Alpha Cubed Investments, LLC / NEE

Alpha Cubed Investments, LLC’s Nextera Energy Inc Position

Does Alpha Cubed Investments, LLC own Nextera Energy Inc (NEE)? Yes898.9K shares worth $72M (+2.47% of its 13F portfolio) as of Q4 2025, up from 879.3K shares the prior filed quarter.

Position Value
$72M
Q4 2025
Shares
898.9K
% of Portfolio
+2.47%
Quarters Held
29
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $379,000Q4 ’18Q1 ’19: $410,000Q2 ’19: $415,000Q3 ’19: $439,000Q4 ’19: $461,000Q4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $13MQ4 ’21: $16MQ4 ’21Q1 ’22: $13MQ2 ’22: $12MQ3 ’22: $12MQ4 ’22: $15MQ4 ’22Q1 ’23: $16MQ2 ’23: $16MQ3 ’23: $8MQ4 ’23: $6MQ4 ’23Q1 ’24: $32MQ2 ’24: $42MQ3 ’24: $56MQ4 ’24: $50MQ4 ’24Q1 ’25: $48MQ2 ’25: $56MQ3 ’25: $66MQ4 ’25: $72MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025898.9K$72M+2.47%
Q3 2025879.3K$66M+2.31%
Q2 2025803.6K$56M+2.12%
Q1 2025672.2K$48M+2.13%
Q4 2024696.2K$50M+2.28%
Q3 2024657.0K$56M+2.47%
Q2 2024592.7K$42M+2.00%
Q1 2024497.7K$32M+1.66%
Q4 2023105.0K$6M+0.36%
Q3 2023132.6K$8M+0.51%
Q2 2023217.9K$16M+1.09%
Q1 2023207.9K$16M+1.16%
Q4 2022183.5K$15M+1.16%
Q3 2022155.8K$12M+0.95%
Q2 2022149.6K$12M+0.84%
Q1 2022149.8K$13M+0.81%
Q4 2021174.9K$16M+1.07%
Q3 2021164.6K$13M+0.97%
Q2 202186.9K$6M+0.46%
Q1 202177.5K$6M+0.46%
Q4 202054.6K$4M+0.36%
Q3 202012.2K$3M+0.32%
Q2 202011.4K$3M+0.30%
Q1 202011.0K$3M+0.32%
Q4 20191.9K$461,000+0.05%
Q3 20191.9K$439,000+0.05%
Q2 20192.0K$415,000+0.05%
Q1 20192.1K$410,000+0.05%
Q4 20182.2K$379,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of NEE.