Vantage Wealth’s NextEra Energy NEE Stock Holding History

Vantage Wealth’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
2025 Q4	$19.4M	Sell	241,575 -4,815	-2%	-$399K	4.19%	14
2025 Q3	$18.6M	Sell	246,390 -2,045	-0.8%	-$149K	4.05%	14
2025 Q2	$17.2M	Buy	248,435 +16,500	+7%	+$1.15M	3.91%	21
2025 Q1	$16.4M	Buy	231,935 +4,165	+2%	+$294K	3.72%	20
2024 Q4	$16.3M	Buy	227,770 +1,615	+0.7%	+$125K	3.52%	19
2024 Q3	$19.1M	Sell	226,155 -1,345	-0.6%	-$105K	4.14%	13
2024 Q2	$16.1M	Sell	227,500 -945	-0.4%	-$67K	3.72%	19
2024 Q1	$14.6M	Buy	228,445 +65,031	+40%	+$3.81M	3.41%	22
2023 Q4	$9.93M	Sell	163,414 -46,661	-22%	-$2.66M	2.18%	22
2023 Q3	$12M	Buy	+210,075	New	+$14.5M	3.02%	22

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vantage Wealth's NEE Position: Q4 2025 in Review

Vantage Wealth reduced its NextEra Energy (NEE) stake by 2% in Q4 2025, selling an estimated $399K and leaving 241,575 shares worth $19.4M. The position accounts for 4.19% of the portfolio, ranked #14.

Vantage Wealth first reported a position in NEE in Q3 2023 and has held it in 10 quarters since. 2,957 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Vantage Wealth held 241,575 shares of NextEra Energy worth $19.4M as of Q4 2025.
Vantage Wealth sold 4,815 NextEra Energy shares in Q4 2025, an estimated $399K.
NextEra Energy made up 4.19% of Vantage Wealth's portfolio in Q4 2025, its #14 holding.
Vantage Wealth first reported a position in NextEra Energy in Q3 2023 and has held it in 10 quarters since.
2,957 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Vantage Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.