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 Q2	$535K	Buy	6,090 +238	+4%	+$21.5K	0.2%	132
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 $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

Verity Asset Management's NEE Position: Q2 2026 in Review

Verity Asset Management increased its NextEra Energy (NEE) stake by 4.1% in Q2 2026, buying an estimated $21.5K and bringing the position to 6,090 shares worth $535K. The position accounts for 0.2% of the portfolio, ranked #132.

Verity Asset Management first reported a position in NEE in Q3 2021 and has held it in 15 quarters since. The position peaked at $544K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Verity Asset Management held 6,090 shares of NextEra Energy worth $535K as of Q2 2026.
Verity Asset Management bought 238 NextEra Energy shares in Q2 2026, an estimated $21.5K.
NextEra Energy made up 0.2% of Verity Asset Management's portfolio in Q2 2026, its #132 holding.
Verity Asset Management first reported a position in NextEra Energy in Q3 2021 and has held it in 15 quarters since.
Verity Asset Management's NextEra Energy position peaked at $544K in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Verity Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.