Vision Financial Markets’s NextEra Energy NEE Stock Holding History

Vision Financial Markets’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	$111K	Hold	1,264	–	–	0.1%	98
2026 Q1	$117K	Hold	1,264	–	–	0.11%	85
2025 Q4	$101K	Hold	1,264	–	–	0.1%	84
2025 Q3	$95.4K	Hold	1,264	–	–	0.08%	98
2025 Q2	$87.7K	Hold	1,264	–	–	0.08%	98
2025 Q1	$89.6K	Hold	1,264	–	–	0.1%	88
2024 Q4	$90.6K	Buy	+1,264	New	+$98.2K	0.1%	84

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Vision Financial Markets's NEE Position: Q2 2026 in Review

Vision Financial Markets held its NextEra Energy (NEE) position steady in Q2 2026 at 1,264 shares worth $111K. The position accounts for 0.1% of the portfolio, ranked #98.

Vision Financial Markets first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $117K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Vision Financial Markets held 1,264 shares of NextEra Energy worth $111K as of Q2 2026.
Vision Financial Markets left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.1% of Vision Financial Markets's portfolio in Q2 2026, its #98 holding.
Vision Financial Markets first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's NextEra Energy position peaked at $117K in Q1 2026.
1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.