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Vision Retirement’s NextEra Energy NEE Stock Holding History

Vision Retirement’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 		$26.3K Sell
300
-35
-10% -$3.17K 0.01% 311
2026
Q1 		$31.1K Hold
335
– – 0.01% 270
2025
Q4 		$26.9K Buy
+335
New +$27.7K 0.01% 295

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vision Retirement's NEE Position: Q2 2026 in Review

Vision Retirement reduced its NextEra Energy (NEE) stake by 10% in Q2 2026, selling an estimated $3.17K and leaving 300 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #311.

Vision Retirement first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.1K in Q1 2026. 2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Vision Retirement held 300 shares of NextEra Energy worth $26.3K as of Q2 2026.
  • Vision Retirement sold 35 NextEra Energy shares in Q2 2026, an estimated $3.17K.
  • NextEra Energy made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #311 holding.
  • Vision Retirement first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's NextEra Energy position peaked at $31.1K in Q1 2026.
  • 2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.