Vanguard Personalized Indexing Management
NEE icon

Vanguard Personalized Indexing Management’s NextEra Energy NEE Stock Holding History

Vanguard Personalized Indexing Management’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 		$28.6M Sell
325,866
-7,420
-2% -$671K 0.23% 66
2026
Q1 		$31M Buy
333,286
+10,436
+3% +$928K 0.3% 47
2025
Q4 		$25.9M Buy
322,850
+26,219
+9% +$2.17M 0.25% 60
2025
Q3 		$22.5M Buy
296,631
+5,505
+2% +$402K 0.23% 68
2025
Q2 		$20.3M Buy
291,126
+51,453
+21% +$3.57M 0.23% 72
2025
Q1 		$17M Buy
239,673
+22,050
+10% +$1.56M 0.25% 65
2024
Q4 		$15.6M Buy
217,623
+577
+0.3% +$44.8K 0.24% 64
2024
Q3 		$18.3M Buy
217,046
+23,395
+12% +$1.83M 0.3% 50
2024
Q2 		$13.6M Buy
193,651
+30,272
+19% +$2.15M 0.26% 58
2024
Q1 		$10.4M Buy
163,379
+31,658
+24% +$1.85M 0.22% 73
2023
Q4 		$8M Buy
131,721
+22,385
+20% +$1.28M 0.21% 80
2023
Q3 		$6.26M Sell
109,336
-16,908
-13% -$1.17M 0.19% 86
2023
Q2 		$9.37M Buy
126,244
+7,368
+6% +$558K 0.29% 50
2023
Q1 		$9.16M Buy
118,876
+23,097
+24% +$1.78M 0.32% 48
2022
Q4 		$8.01M Sell
95,779
-13,852
-13% -$1.12M 0.33% 48
2022
Q3 		$8.6M Buy
109,631
+13,346
+14% +$1.13M 0.39% 35
2022
Q2 		$7.46M Buy
96,285
+16,603
+21% +$1.26M 0.35% 41
2022
Q1 		$6.75M Buy
79,682
+17,585
+28% +$1.41M 0.33% 45
2021
Q4 		$5.8M Buy
62,097
+25,916
+72% +$2.24M 0.34% 44
2021
Q3 		$2.84M Buy
36,181
+5,607
+18% +$452K 0.26% 64
2021
Q2 		$2.24M Sell
30,574
-6,229
-17% -$467K 0.23% 80
2021
Q1 		$2.78M Sell
36,803
-2,112
-5% -$165K 0.42% 40
2020
Q4 		$3M Buy
38,915
+1,207
+3% +$90.3K 0.65% 23
2020
Q3 		$2.62M Buy
37,708
+1,152
+3% +$79.5K 0.73% 22
2020
Q2 		$2.19M Sell
36,556
-5,356
-13% -$321K 1% 16
2020
Q1 		$2.52M Buy
+41,912
New +$2.63M 1.47% 11

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Personalized Indexing Management's NEE Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its NextEra Energy (NEE) stake by 2.2% in Q2 2026, selling an estimated $671K and leaving 325,866 shares worth $28.6M. The position accounts for 0.23% of the portfolio, ranked #66.

Vanguard Personalized Indexing Management first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $31M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Vanguard Personalized Indexing Management held 325,866 shares of NextEra Energy worth $28.6M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 7,420 NextEra Energy shares in Q2 2026, an estimated $671K.
  • NextEra Energy made up 0.23% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #66 holding.
  • Vanguard Personalized Indexing Management first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's NextEra Energy position peaked at $31M in Q1 2026.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.