Vident Advisory’s NextEra Energy NEE Stock Holding History

Vident Advisory’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	$10.5M	Buy	112,541 +5,684	+5%	+$505K	0.09%	198
2025 Q4	$8.58M	Buy	106,857 +20,886	+24%	+$1.73M	0.08%	217
2025 Q3	$6.49M	Buy	85,971 +14,040	+20%	+$1.03M	0.06%	252
2025 Q2	$4.99M	Sell	71,931 -1,394	-2%	-$96.8K	0.06%	281
2025 Q1	$5.2M	Buy	73,325 +22,145	+43%	+$1.56M	0.08%	226
2024 Q4	$3.67M	Buy	51,180 +3,880	+8%	+$301K	0.06%	275
2024 Q3	$4M	Buy	47,300 +16,328	+53%	+$1.27M	0.1%	198
2024 Q2	$2.19M	Buy	30,972 +5,742	+23%	+$407K	0.06%	336
2024 Q1	$1.61M	Buy	25,230 +1,264	+5%	+$74K	0.03%	439
2023 Q4	$1.46M	Sell	23,966 -1,703	-7%	-$97.1K	0.04%	467
2023 Q3	$1.47M	Buy	+25,669	New	+$1.78M	0.05%	400

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vident Advisory's NEE Position: Q1 2026 in Review

Vident Advisory increased its NextEra Energy (NEE) stake by 5.3% in Q1 2026, buying an estimated $505K and bringing the position to 112,541 shares worth $10.5M. The position accounts for 0.09% of the portfolio, ranked #198.

Vident Advisory first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Vident Advisory held 112,541 shares of NextEra Energy worth $10.5M as of Q1 2026.
Vident Advisory bought 5,684 NextEra Energy shares in Q1 2026, an estimated $505K.
NextEra Energy made up 0.09% of Vident Advisory's portfolio in Q1 2026, its #198 holding.
Vident Advisory first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.