Van Strum & Towne’s NextEra Energy NEE Stock Holding History

Van Strum & Towne’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	$204K	Hold	2,320	–	–	0.06%	110
2026 Q1	$215K	Buy	+2,320	New	+$206K	0.06%	108
2023 Q3	–	Sell	-3,120	Closed	-$232K	–	99
2023 Q2	$232K	Hold	3,120	–	–	0.1%	89
2023 Q1	$240K	Hold	3,120	–	–	0.1%	87
2022 Q4	$261K	Hold	3,120	–	–	0.11%	80
2022 Q3	$245K	Hold	3,120	–	–	0.11%	82
2022 Q2	$242K	Hold	3,120	–	–	0.1%	87
2022 Q1	$264K	Hold	3,120	–	–	0.1%	90
2021 Q4	$291K	Hold	3,120	–	–	0.11%	91
2021 Q3	$245K	Hold	3,120	–	–	0.1%	96
2021 Q2	$229K	Hold	3,120	–	–	0.11%	93
2021 Q1	$236K	Hold	3,120	–	–	0.12%	87
2020 Q4	$241K	Hold	3,120	–	–	0.13%	82
2020 Q3	$216K	Buy	+3,120	New	+$215K	0.14%	76

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 $3.37T AUM 44.26% 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

Van Strum & Towne's NEE Position: Q2 2026 in Review

Van Strum & Towne held its NextEra Energy (NEE) position steady in Q2 2026 at 2,320 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #110.

Van Strum & Towne first reported a position in NEE in Q3 2020 and has held it in 14 quarters since. The position peaked at $291K in Q4 2021. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Van Strum & Towne held 2,320 shares of NextEra Energy worth $204K as of Q2 2026.
Van Strum & Towne left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.06% of Van Strum & Towne's portfolio in Q2 2026, its #110 holding.
Van Strum & Towne first reported a position in NextEra Energy in Q3 2020 and has held it in 14 quarters since.
Van Strum & Towne's NextEra Energy position peaked at $291K in Q4 2021.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Van Strum & Towne's 13F filing for Q2 2026, filed 3 Aug 2026.