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 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 $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

Van Strum & Towne's NEE Position: Q1 2026 in Review

Van Strum & Towne opened a new position in NextEra Energy (NEE) in Q1 2026: 2,320 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings. This is a return to the name: Van Strum & Towne previously reported a position in NEE as recently as Q2 2023.

Van Strum & Towne first reported a position in NEE in Q3 2020 and has held it in 13 quarters since. The position peaked at $291K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Van Strum & Towne held 2,320 shares of NextEra Energy worth $215K as of Q1 2026.
NextEra Energy was a new Van Strum & Towne position in Q1 2026.
NextEra Energy made up 0.06% of Van Strum & Towne's portfolio in Q1 2026, its #108 holding.
Van Strum & Towne first reported a position in NextEra Energy in Q3 2020 and has held it in 13 quarters since.
Van Strum & Towne's NextEra Energy position peaked at $291K in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.