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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
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 $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

VestGen Advisors's NEE Position: Q1 2026 in Review

VestGen Advisors increased its NextEra Energy (NEE) stake by 19% in Q1 2026, buying an estimated $535K and bringing the position to 38,489 shares worth $3.64M. The position accounts for 0.1% of the portfolio, ranked #183.

VestGen Advisors first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • VestGen Advisors held 38,489 shares of NextEra Energy worth $3.64M as of Q1 2026.
  • VestGen Advisors bought 6,017 NextEra Energy shares in Q1 2026, an estimated $535K.
  • NextEra Energy made up 0.1% of VestGen Advisors's portfolio in Q1 2026, its #183 holding.
  • VestGen Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.