Vestmark Advisory Solutions’s NextEra Energy NEE Stock Holding History

Vestmark Advisory Solutions’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	$15.3M	Sell	174,727 -267	-0.2%	-$24.2K	0.14%	155
2026 Q1	$16.3M	Buy	174,994 +7,950	+5%	+$707K	0.18%	123
2025 Q4	$13.4M	Buy	167,044 +89,066	+114%	+$7.38M	0.18%	110
2025 Q3	$5.89M	Buy	77,978 +22,911	+42%	+$1.67M	0.11%	186
2025 Q2	$3.82M	Sell	55,067 -28,921	-34%	-$2.01M	0.06%	258
2025 Q1	$5.95M	Buy	83,988 +41,424	+97%	+$2.92M	0.15%	177
2024 Q4	$3.05M	Buy	42,564 +3,153	+8%	+$245K	0.11%	201
2024 Q3	$3.33M	Buy	39,411 +1,314	+3%	+$103K	0.12%	170
2024 Q2	$2.7M	Buy	38,097 +4,296	+13%	+$305K	0.11%	197
2024 Q1	$2.16M	Sell	33,801 -51	-0.2%	-$2.99K	0.09%	236
2023 Q4	$2.06M	Buy	33,852 +3,676	+12%	+$209K	0.1%	227
2023 Q3	$1.73M	Sell	30,176 -87,332	-74%	-$6.05M	0.13%	190
2023 Q2	$8.72M	Buy	117,508 +3,007	+3%	+$228K	0.33%	66
2023 Q1	$8.83M	Buy	114,501 +8,675	+8%	+$667K	0.38%	49
2022 Q4	$8.85M	Buy	105,826 +5,622	+6%	+$454K	0.43%	43
2022 Q3	$7.86M	Buy	100,204 +11,569	+13%	+$981K	0.44%	42
2022 Q2	$6.87M	Buy	88,635 +9,543	+12%	+$727K	0.39%	45
2022 Q1	$6.7M	Buy	79,092 +8,884	+13%	+$712K	0.38%	47
2021 Q4	$6.55M	Buy	70,208 +2,385	+4%	+$206K	0.37%	54
2021 Q3	$5.33M	Buy	67,823 +3,228	+5%	+$260K	0.36%	61
2021 Q2	$4.73M	Buy	64,595 +2,741	+4%	+$206K	0.34%	67
2021 Q1	$4.68M	Sell	61,854 -1,052	-2%	-$82.1K	0.41%	48
2020 Q4	$4.85M	Buy	62,906 +2,330	+4%	+$174K	0.54%	34
2020 Q3	$4.2M	Sell	60,576 -1,180	-2%	-$81.5K	0.56%	32
2020 Q2	$3.71M	Buy	61,756 +1,428	+2%	+$85.5K	0.57%	35
2020 Q1	$3.63M	Sell	60,328 -4,076	-6%	-$256K	0.71%	25
2019 Q4	$3.9M	Buy	64,404 +1,780	+3%	+$104K	0.8%	30
2019 Q3	$3.65M	Buy	62,624 +8,268	+15%	+$447K	0.59%	30
2019 Q2	$2.78M	Sell	54,356 -19,280	-26%	-$949K	0.48%	42
2019 Q1	$3.56M	Buy	+73,636	New	+$3.37M	0.63%	26

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

Vestmark Advisory Solutions's NEE Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its NextEra Energy (NEE) stake by 0.15% in Q2 2026, selling an estimated $24.2K and leaving 174,727 shares worth $15.3M. The position accounts for 0.14% of the portfolio, ranked #155.

Vestmark Advisory Solutions first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.3M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Vestmark Advisory Solutions held 174,727 shares of NextEra Energy worth $15.3M as of Q2 2026.
Vestmark Advisory Solutions sold 267 NextEra Energy shares in Q2 2026, an estimated $24.2K.
NextEra Energy made up 0.14% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #155 holding.
Vestmark Advisory Solutions first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
Vestmark Advisory Solutions's NextEra Energy position peaked at $16.3M in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.