Vantus Wealth’s NextEra Energy NEE Stock Holding History

Vantus 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
2026 Q2	$351K	Buy	+4,000	New	+$362K	0.19%	151
2025 Q4	$295K	Buy	+3,672	New	+$304K	0.22%	148

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

Vantus Wealth's NEE Position: Q2 2026 in Review

Vantus Wealth opened a new position in NextEra Energy (NEE) in Q2 2026: 4,000 shares worth $351K. The stake represents 0.19% of the portfolio and ranks #151 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in NEE as recently as Q4 2025.

Vantus Wealth first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,034 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Vantus Wealth held 4,000 shares of NextEra Energy worth $351K as of Q2 2026.
NextEra Energy was a new Vantus Wealth position in Q2 2026.
NextEra Energy made up 0.19% of Vantus Wealth's portfolio in Q2 2026, its #151 holding.
Vantus Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
3,034 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.