Vann Equity Management’s NextEra Energy NEE Stock Holding History

Vann Equity 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	$1.84M	Buy	20,950 +12,687	+154%	+$1.15M	1.12%	18
2026 Q1	$767K	Buy	+8,263	New	+$735K	0.55%	49

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

Vann Equity Management's NEE Position: Q2 2026 in Review

Vann Equity Management increased its NextEra Energy (NEE) stake by 154% in Q2 2026, buying an estimated $1.15M and bringing the position to 20,950 shares worth $1.84M. The position accounts for 1.12% of the portfolio, ranked #18.

Vann Equity Management first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. 2,987 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Vann Equity Management held 20,950 shares of NextEra Energy worth $1.84M as of Q2 2026.
Vann Equity Management bought 12,687 NextEra Energy shares in Q2 2026, an estimated $1.15M.
NextEra Energy made up 1.12% of Vann Equity Management's portfolio in Q2 2026, its #18 holding.
Vann Equity Management first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
2,987 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.