Verity & Verity’s NextEra Energy NEE Stock Holding History

Verity & Verity’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	$25.6M	Sell	292,157 -438	-0.1%	-$39.6K	1.76%	20
2026 Q1	$27.2M	Buy	292,595 +2,136	+0.7%	+$190K	2.02%	20
2025 Q4	$23.3M	Buy	290,459 +7,033	+2%	+$583K	1.81%	16
2025 Q3	$21.4M	Buy	283,426 +3,633	+1%	+$265K	1.71%	16
2025 Q2	$19.4M	Buy	279,793 +1,135	+0.4%	+$78.8K	1.67%	18
2025 Q1	$19.8M	Buy	278,658 +82,713	+42%	+$5.84M	1.73%	21
2024 Q4	$14M	Buy	195,945 +11,319	+6%	+$879K	1.28%	35
2024 Q3	$15.6M	Buy	184,626 +2,140	+1%	+$167K	1.53%	28
2024 Q2	$12.9M	Buy	182,486 +1,343	+0.7%	+$95.3K	1.41%	32
2024 Q1	$11.6M	Buy	+181,143	New	+$10.6M	1.29%	37
2023 Q2	–	Sell	-7,013	Closed	-$541K	–	117
2023 Q1	$541K	Sell	7,013 -674	-9%	-$51.8K	0.07%	85
2022 Q4	$643K	Buy	+7,687	New	+$621K	0.08%	91

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 & Verity's NEE Position: Q2 2026 in Review

Verity & Verity reduced its NextEra Energy (NEE) stake by 0.15% in Q2 2026, selling an estimated $39.6K and leaving 292,157 shares worth $25.6M. The position accounts for 1.76% of the portfolio, ranked #20.

Verity & Verity first reported a position in NEE in Q4 2022 and has held it in 12 quarters since. The position peaked at $27.2M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Verity & Verity held 292,157 shares of NextEra Energy worth $25.6M as of Q2 2026.
Verity & Verity sold 438 NextEra Energy shares in Q2 2026, an estimated $39.6K.
NextEra Energy made up 1.76% of Verity & Verity's portfolio in Q2 2026, its #20 holding.
Verity & Verity first reported a position in NextEra Energy in Q4 2022 and has held it in 12 quarters since.
Verity & Verity's NextEra Energy position peaked at $27.2M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.