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 Q2	$10.9M	Buy	123,704 +11,163	+10%	+$1.01M	0.08%	226
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vident Advisory's NEE Position: Q2 2026 in Review

Vident Advisory increased its NextEra Energy (NEE) stake by 9.9% in Q2 2026, buying an estimated $1.01M and bringing the position to 123,704 shares worth $10.9M. The position accounts for 0.08% of the portfolio, ranked #226.

Vident Advisory first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Vident Advisory held 123,704 shares of NextEra Energy worth $10.9M as of Q2 2026.
Vident Advisory bought 11,163 NextEra Energy shares in Q2 2026, an estimated $1.01M.
NextEra Energy made up 0.08% of Vident Advisory's portfolio in Q2 2026, its #226 holding.
Vident Advisory first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.