Vise Technologies’s NextEra Energy NEE Stock Holding History

Vise Technologies’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	$5.88M	Hold	73,209	–	–	0.12%	147
2025 Q4	$5.88M	Buy	73,209 +16,504	+29%	+$1.37M	0.12%	147
2025 Q3	$4.28M	Sell	56,705 -7,823	-12%	-$572K	0.16%	131
2025 Q2	$4.48M	Buy	+64,528	New	+$4.48M	0.19%	117
2024 Q4	$2.74M	Buy	38,155 +12,630	+49%	+$981K	0.23%	88
2024 Q3	$2.16M	Buy	25,525 +9,508	+59%	+$742K	0.27%	82
2024 Q2	$1.13M	Buy	16,017 +4,523	+39%	+$321K	0.2%	100
2024 Q1	$735K	Sell	11,494 -1,555	-12%	-$91.1K	0.14%	148
2023 Q4	$793K	Buy	13,049 +9,138	+234%	+$521K	0.17%	130
2023 Q3	$224K	Buy	3,911 +540	+16%	+$37.4K	0.06%	297
2023 Q2	$250K	Buy	3,371 +105	+3%	+$7.95K	0.06%	280
2023 Q1	$252K	Buy	3,266 +402	+14%	+$30.9K	0.07%	280
2022 Q4	$239K	Sell	2,864 -2	-0.1%	-$162	0.07%	277
2022 Q3	$225K	Buy	+2,866	New	+$243K	0.08%	264
2022 Q2	–	Sell	-2,381	Closed	-$202K	–	312
2022 Q1	$202K	Sell	2,381 -168	-7%	-$13.5K	0.08%	239
2021 Q4	$238K	Buy	+2,549	New	+$220K	0.06%	122

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

Vise Technologies's NEE Position: Q1 2026 in Review

Vise Technologies held its NextEra Energy (NEE) position steady in Q1 2026 at 73,209 shares worth $5.88M. The position accounts for 0.12% of the portfolio, ranked #147.

Vise Technologies first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Vise Technologies held 73,209 shares of NextEra Energy worth $5.88M as of Q1 2026.
Vise Technologies left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.12% of Vise Technologies's portfolio in Q1 2026, its #147 holding.
Vise Technologies first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.