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Virtue Asset Management’s NextEra Energy NEE Stock Holding History

Virtue Asset Management’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 		$1.45M Sell
16,526
-287
-2% -$26K 1.02% 31
2026
Q1 		$1.56M Buy
16,813
+33
+0.2% +$2.93K 1.24% 23
2025
Q4 		$1.35M Buy
16,780
+400
+2% +$33.1K 1.07% 30
2025
Q3 		$1.24M Buy
+16,380
New +$1.2M 1.02% 36

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

Virtue Asset Management's NEE Position: Q2 2026 in Review

Virtue Asset Management reduced its NextEra Energy (NEE) stake by 1.7% in Q2 2026, selling an estimated $26K and leaving 16,526 shares worth $1.45M. The position accounts for 1.02% of the portfolio, ranked #31.

Virtue Asset Management first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Virtue Asset Management held 16,526 shares of NextEra Energy worth $1.45M as of Q2 2026.
  • Virtue Asset Management sold 287 NextEra Energy shares in Q2 2026, an estimated $26K.
  • NextEra Energy made up 1.02% of Virtue Asset Management's portfolio in Q2 2026, its #31 holding.
  • Virtue Asset Management first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Virtue Asset Management's NextEra Energy position peaked at $1.56M in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Virtue Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.