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VestGen Advisors’s NextEra Energy NEE Stock Holding History

VestGen Advisors’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 		$3.11M Sell
35,422
-3,067
-8% -$277K 0.09% 222
2026
Q1 		$3.64M Buy
38,489
+6,017
+19% +$535K 0.1% 183
2025
Q4 		$2.61M Sell
32,472
-8,960
-22% -$742K 0.11% 191
2025
Q3 		$3.13M Sell
41,432
-718
-2% -$52.5K 0.1% 188
2025
Q2 		$2.93M Sell
42,150
-954
-2% -$66.3K 0.12% 170
2025
Q1 		$3.06M Buy
+43,104
New +$3.04M 0.14% 151

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VestGen Advisors's NEE Position: Q2 2026 in Review

VestGen Advisors reduced its NextEra Energy (NEE) stake by 8% in Q2 2026, selling an estimated $277K and leaving 35,422 shares worth $3.11M. The position accounts for 0.09% of the portfolio, ranked #222.

VestGen Advisors first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.64M in Q1 2026. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • VestGen Advisors held 35,422 shares of NextEra Energy worth $3.11M as of Q2 2026.
  • VestGen Advisors sold 3,067 NextEra Energy shares in Q2 2026, an estimated $277K.
  • NextEra Energy made up 0.09% of VestGen Advisors's portfolio in Q2 2026, its #222 holding.
  • VestGen Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's NextEra Energy position peaked at $3.64M in Q1 2026.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.