Vantage Investment Partners’s NextEra Energy NEE Stock Holding History

Vantage Investment Partners’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	$16.1M	Sell	173,412 -144	-0.1%	-$12.8K	1.11%	33
2025 Q4	$13.9M	Hold	173,556	–	–	0.93%	36
2025 Q3	$13.1M	Hold	173,556	–	–	0.9%	37
2025 Q2	$12M	Hold	173,556	–	–	0.88%	41
2025 Q1	$12.3M	Buy	173,556 +1,026	+0.6%	+$72.4K	1.03%	39
2024 Q4	$12.4M	Buy	172,530 +5,802	+3%	+$451K	1.08%	38
2024 Q3	$14.1M	Sell	166,728 -92	-0.1%	-$7.18K	1.18%	35
2024 Q2	$11.8M	Sell	166,820 -41,267	-20%	-$2.93M	1.07%	39
2024 Q1	$13.3M	Buy	208,087 +19,677	+10%	+$1.15M	1.19%	28
2023 Q4	$11.4M	Buy	188,410 +36,346	+24%	+$2.07M	1.14%	40
2023 Q3	$8.71M	Buy	+152,064	New	+$10.5M	1.14%	39

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

Vantage Investment Partners's NEE Position: Q1 2026 in Review

Vantage Investment Partners reduced its NextEra Energy (NEE) stake by 0.08% in Q1 2026, selling an estimated $12.8K and leaving 173,412 shares worth $16.1M. The position accounts for 1.11% of the portfolio, ranked #33.

Vantage Investment Partners first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Vantage Investment Partners held 173,412 shares of NextEra Energy worth $16.1M as of Q1 2026.
Vantage Investment Partners sold 144 NextEra Energy shares in Q1 2026, an estimated $12.8K.
NextEra Energy made up 1.11% of Vantage Investment Partners's portfolio in Q1 2026, its #33 holding.
Vantage Investment Partners first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Vantage Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.