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 Q2	$298K	Buy	3,396 +18	+0.5%	+$1.63K	0.04%	126
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 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

Vertex Planning Partners's NEE Position: Q2 2026 in Review

Vertex Planning Partners increased its NextEra Energy (NEE) stake by 0.53% in Q2 2026, buying an estimated $1.63K and bringing the position to 3,396 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #126.

Vertex Planning Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $427K in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Vertex Planning Partners held 3,396 shares of NextEra Energy worth $298K as of Q2 2026.
Vertex Planning Partners bought 18 NextEra Energy shares in Q2 2026, an estimated $1.63K.
NextEra Energy made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #126 holding.
Vertex Planning Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Vertex Planning Partners's NextEra Energy position peaked at $427K in Q4 2022.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.