Victrix Investment Advisors’s NextEra Energy NEE Stock Holding History

Victrix Investment 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	$2.51M	Buy	28,643 +3,270	+13%	+$296K	1.05%	31
2026 Q1	$2.36M	Buy	25,373 +2,128	+9%	+$189K	0.86%	38
2025 Q4	$1.87M	Sell	23,245 -696	-3%	-$57.6K	0.72%	43
2025 Q3	$1.81M	Buy	23,941 +599	+3%	+$43.8K	0.99%	33
2025 Q2	$1.62M	Buy	23,342 +1,956	+9%	+$136K	0.72%	43
2025 Q1	$1.44M	Buy	21,386 +8,129	+61%	+$574K	0.76%	43
2024 Q4	$950K	Buy	+13,257	New	+$1.03M	0.69%	35

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Victrix Investment Advisors's NEE Position: Q2 2026 in Review

Victrix Investment Advisors increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $296K and bringing the position to 28,643 shares worth $2.51M. The position accounts for 1.05% of the portfolio, ranked #31.

Victrix Investment Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Victrix Investment Advisors held 28,643 shares of NextEra Energy worth $2.51M as of Q2 2026.
Victrix Investment Advisors bought 3,270 NextEra Energy shares in Q2 2026, an estimated $296K.
NextEra Energy made up 1.05% of Victrix Investment Advisors's portfolio in Q2 2026, its #31 holding.
Victrix Investment Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.