Vermillion & White Wealth Management Group’s NextEra Energy NEE Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-862	Closed	-$61.1K	–	361
2025 Q4	$61.1K	Buy	862 +3	+0.3%	+$248	0.03%	134
2025 Q3	$64.9K	Buy	859 +103	+14%	+$7.53K	0.04%	131
2025 Q2	$52.5K	Buy	756 +177	+31%	+$12.3K	0.03%	136
2025 Q1	$41K	Buy	579 +242	+72%	+$17.1K	0.03%	143
2024 Q4	$24.2K	Buy	337 +2	+0.6%	+$155	0.02%	182
2024 Q3	$28.3K	Buy	335 +2	+0.6%	+$156	0.02%	165
2024 Q2	$23.6K	Buy	333 +3	+0.9%	+$213	0.02%	174
2024 Q1	$21.1K	Buy	330 +3	+0.9%	+$176	0.02%	166
2023 Q4	$19.9K	Buy	+327	New	+$18.6K	0.02%	138

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

Vermillion & White Wealth Management Group's NEE Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 862 shares — an estimated $61.1K sold.

Vermillion & White Wealth Management Group first reported a position in NEE in Q4 2023 and held it in 9 quarters. The position peaked at $64.9K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 862 NextEra Energy shares in Q1 2026, an estimated $61.1K.
Vermillion & White Wealth Management Group first reported a position in NextEra Energy in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's NextEra Energy position peaked at $64.9K in Q3 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.