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 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 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

Vanguard Personalized Indexing Management's NEE Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its NextEra Energy (NEE) stake by 3.2% in Q1 2026, buying an estimated $928K and bringing the position to 333,286 shares worth $31M. The position accounts for 0.3% of the portfolio, ranked #47.

Vanguard Personalized Indexing Management first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Vanguard Personalized Indexing Management held 333,286 shares of NextEra Energy worth $31M as of Q1 2026.
Vanguard Personalized Indexing Management bought 10,436 NextEra Energy shares in Q1 2026, an estimated $928K.
NextEra Energy made up 0.3% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #47 holding.
Vanguard Personalized Indexing Management first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.