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Virginia Estate & Retirement Planning Advisors’s NextEra Energy NEE Stock Holding History

Virginia Estate & Retirement Planning 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 		$35.2K Hold
401
– – 0.04% 60
2026
Q1 		$37.2K Buy
+401
New +$35.7K 0.07% 34

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's NEE Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 401 shares worth $35.2K. The position accounts for 0.04% of the portfolio, ranked #60.

Virginia Estate & Retirement Planning Advisors first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $37.2K in Q1 2026. 3,002 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 401 shares of NextEra Energy worth $35.2K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.04% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #60 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's NextEra Energy position peaked at $37.2K in Q1 2026.
  • 3,002 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.