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 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 $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

VCI Wealth Management's NEE Position: Q1 2026 in Review

VCI Wealth Management reduced its NextEra Energy (NEE) stake by 9.1% in Q1 2026, selling an estimated $160K and leaving 17,907 shares worth $1.66M. The position accounts for 0.46% of the portfolio, ranked #48.

VCI Wealth Management first reported a position in NEE in Q4 2023 and has held it in 6 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

VCI Wealth Management held 17,907 shares of NextEra Energy worth $1.66M as of Q1 2026.
VCI Wealth Management sold 1,797 NextEra Energy shares in Q1 2026, an estimated $160K.
NextEra Energy made up 0.46% of VCI Wealth Management's portfolio in Q1 2026, its #48 holding.
VCI Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 6 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.