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Vertex Planning Partners’s NextEra Energy NEE Stock Holding History

Vertex Planning Partners’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 		$314K Sell
3,378
-71
-2% -$6.31K 0.06% 106
2025
Q4 		$277K Sell
3,449
-493
-13% -$40.8K 0.06% 111
2025
Q3 		$298K Sell
3,942
-84
-2% -$6.14K 0.06% 162
2025
Q2 		$279K Buy
4,026
+237
+6% +$16.5K 0.06% 155
2025
Q1 		$269K Sell
3,789
-213
-5% -$15K 0.06% 153
2024
Q4 		$287K Buy
4,002
+414
+12% +$32.2K 0.06% 149
2024
Q3 		$303K Buy
3,588
+11
+0.3% +$858 0.07% 129
2024
Q2 		$253K Sell
3,577
-253
-7% -$18K 0.07% 135
2024
Q1 		$245K Sell
3,830
-445
-10% -$26.1K 0.07% 141
2023
Q4 		$260K Buy
4,275
+275
+7% +$15.7K 0.08% 129
2023
Q3 		$229K Sell
4,000
-216
-5% -$15K 0.08% 125
2023
Q2 		$313K Buy
4,216
+655
+18% +$49.6K 0.11% 101
2023
Q1 		$274K Sell
3,561
-1,550
-30% -$119K 0.1% 100
2022
Q4 		$427K Buy
+5,111
New +$413K 0.17% 77

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vertex Planning Partners's NEE Position: Q1 2026 in Review

Vertex Planning Partners reduced its NextEra Energy (NEE) stake by 2.1% in Q1 2026, selling an estimated $6.31K and leaving 3,378 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #106.

Vertex Planning Partners first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $427K in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Vertex Planning Partners held 3,378 shares of NextEra Energy worth $314K as of Q1 2026.
  • Vertex Planning Partners sold 71 NextEra Energy shares in Q1 2026, an estimated $6.31K.
  • NextEra Energy made up 0.06% of Vertex Planning Partners's portfolio in Q1 2026, its #106 holding.
  • Vertex Planning Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • Vertex Planning Partners's NextEra Energy position peaked at $427K in Q4 2022.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.