Verity Asset Management’s NextEra Energy NEE Stock Holding History

Verity Asset 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	$544K	Buy	5,852 +560	+11%	+$49.8K	0.23%	118
2025 Q4	$425K	Buy	5,292 +920	+21%	+$76.2K	0.18%	146
2025 Q3	$330K	Buy	4,372 +443	+11%	+$32.4K	0.11%	183
2025 Q2	$273K	Buy	3,929 +452	+13%	+$31.4K	0.13%	160
2025 Q1	$247K	Hold	3,477	–	–	0.1%	164
2024 Q4	$247K	Hold	3,477	–	–	0.14%	157
2024 Q3	$294K	Buy	+3,477	New	+$271K	0.11%	159
2023 Q3	–	Sell	-5,715	Closed	-$424K	–	182
2023 Q2	$424K	Sell	5,715 -34	-0.6%	-$2.57K	0.31%	86
2023 Q1	$443K	Buy	5,749 +2,136	+59%	+$164K	0.26%	99
2022 Q4	$302K	Sell	3,613 -2,148	-37%	-$174K	0.26%	117
2022 Q3	$452K	Buy	+5,761	New	+$489K	0.47%	77
2022 Q1	$377K	Buy	4,443 +913	+26%	+$73.2K	0.24%	133
2021 Q4	$330K	Buy	3,530 +410	+13%	+$35.4K	0.19%	136
2021 Q3	$245K	Buy	+3,120	New	+$252K	0.16%	155

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

Verity Asset Management's NEE Position: Q1 2026 in Review

Verity Asset Management increased its NextEra Energy (NEE) stake by 11% in Q1 2026, buying an estimated $49.8K and bringing the position to 5,852 shares worth $544K. The position accounts for 0.23% of the portfolio, ranked #118.

Verity Asset Management first reported a position in NEE in Q3 2021 and has held it in 14 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Verity Asset Management held 5,852 shares of NextEra Energy worth $544K as of Q1 2026.
Verity Asset Management bought 560 NextEra Energy shares in Q1 2026, an estimated $49.8K.
NextEra Energy made up 0.23% of Verity Asset Management's portfolio in Q1 2026, its #118 holding.
Verity Asset Management first reported a position in NextEra Energy in Q3 2021 and has held it in 14 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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