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Vest Financial’s NextEra Energy NEE Stock Holding History

Vest Financial’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 		$57.5M Sell
654,669
-79,707
-11% -$7.21M 0.6% 50
2026
Q1 		$68.2M Buy
734,376
+34,338
+5% +$3.05M 0.82% 24
2025
Q4 		$56.2M Sell
700,038
-148,691
-18% -$12.3M 0.71% 43
2025
Q3 		$64.1M Sell
848,729
-15,424
-2% -$1.13M 0.84% 21
2025
Q2 		$60M Buy
864,153
+61,018
+8% +$4.24M 0.85% 27
2025
Q1 		$56.9M Buy
803,135
+88,678
+12% +$6.26M 0.88% 35
2024
Q4 		$51.2M Buy
714,457
+45,873
+7% +$3.56M 0.91% 55
2024
Q3 		$56.5M Sell
668,584
-5,225
-0.8% -$408K 1.09% 17
2024
Q2 		$47.7M Buy
673,809
+26,489
+4% +$1.88M 1.14% 14
2024
Q1 		$41.4M Buy
647,320
+154,685
+31% +$9.06M 1.1% 27
2023
Q4 		$29.9M Buy
492,635
+195,769
+66% +$11.2M 1.12% 39
2023
Q3 		$17M Buy
296,866
+142,467
+92% +$9.86M 0.93% 66
2023
Q2 		$11.3M Buy
154,399
+33,708
+28% +$2.55M 1.06% 58
2023
Q1 		$9.3M Sell
120,691
-4,029
-3% -$310K 1.27% 56
2022
Q4 		$10.4M Buy
124,720
+11,578
+10% +$935K 1.63% 9
2022
Q3 		$8.87M Sell
113,142
-14,484
-11% -$1.23M 1.68% 15
2022
Q2 		$10.2M Buy
127,626
+25,548
+25% +$1.95M 1.86% 1
2022
Q1 		$8.65M Buy
102,078
+21,530
+27% +$1.73M 1.57% 30
2021
Q4 		$7.52M Buy
80,548
+12,766
+19% +$1.1M 1.64% 18
2021
Q3 		$5.32M Buy
67,782
+16,206
+31% +$1.31M 1.62% 14
2021
Q2 		$3.78M Buy
51,576
+21,746
+73% +$1.63M 1.43% 58
2021
Q1 		$2.25M Buy
+29,830
New +$2.33M 1.29% 64

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Vest Financial's NEE Position: Q2 2026 in Review

Vest Financial reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $7.21M and leaving 654,669 shares worth $57.5M. The position accounts for 0.6% of the portfolio, ranked #50.

Vest Financial first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $68.2M in Q1 2026. 1,097 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Vest Financial held 654,669 shares of NextEra Energy worth $57.5M as of Q2 2026.
  • Vest Financial sold 79,707 NextEra Energy shares in Q2 2026, an estimated $7.21M.
  • NextEra Energy made up 0.6% of Vest Financial's portfolio in Q2 2026, its #50 holding.
  • Vest Financial first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
  • Vest Financial's NextEra Energy position peaked at $68.2M in Q1 2026.
  • 1,097 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.