VCI Wealth Management’s NextEra Energy NEE Stock Holding History

VCI Wealth 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	$1.83M	Buy	20,805 +2,898	+16%	+$262K	0.46%	63
2026 Q1	$1.66M	Sell	17,907 -1,797	-9%	-$160K	0.46%	48
2025 Q4	$1.58M	Buy	19,704 +7,270	+58%	+$602K	0.44%	58
2025 Q3	$939K	Buy	+12,434	New	+$908K	0.28%	89
2024 Q3	–	Sell	-17,517	Closed	-$1.24M	–	116
2024 Q2	$1.24M	Buy	17,517 +4,860	+38%	+$345K	0.61%	42
2024 Q1	$809K	Sell	12,657 -2,713	-18%	-$159K	0.55%	49
2023 Q4	$934K	Buy	+15,370	New	+$876K	0.57%	50

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

VCI Wealth Management's NEE Position: Q2 2026 in Review

VCI Wealth Management increased its NextEra Energy (NEE) stake by 16% in Q2 2026, buying an estimated $262K and bringing the position to 20,805 shares worth $1.83M. The position accounts for 0.46% of the portfolio, ranked #63.

VCI Wealth Management first reported a position in NEE in Q4 2023 and has held it in 7 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

VCI Wealth Management held 20,805 shares of NextEra Energy worth $1.83M as of Q2 2026.
VCI Wealth Management bought 2,898 NextEra Energy shares in Q2 2026, an estimated $262K.
NextEra Energy made up 0.46% of VCI Wealth Management's portfolio in Q2 2026, its #63 holding.
VCI Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 7 quarters since.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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