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Visionary Wealth Advisors’s NextEra Energy NEE Stock Holding History

Visionary Wealth 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 		$9.96M Buy
113,533
+3,391
+3% +$307K 0.39% 70
2026
Q1 		$10.2M Sell
110,142
-4,133
-4% -$367K 0.45% 57
2025
Q4 		$9.17M Sell
114,275
-1,051
-0.9% -$87.1K 0.41% 70
2025
Q3 		$8.71M Buy
115,326
+1,240
+1% +$90.6K 0.41% 68
2025
Q2 		$7.92M Buy
114,086
+5,836
+5% +$405K 0.4% 71
2025
Q1 		$7.67M Buy
108,250
+6,238
+6% +$440K 0.46% 65
2024
Q4 		$7.31M Buy
102,012
+696
+0.7% +$54.1K 0.43% 68
2024
Q3 		$8.56M Sell
101,316
-17,263
-15% -$1.35M 0.52% 57
2024
Q2 		$8.4M Buy
118,579
+1,554
+1% +$110K 0.55% 51
2024
Q1 		$7.48M Buy
117,025
+24,318
+26% +$1.42M 0.5% 55
2023
Q4 		$5.63M Buy
92,707
+8,872
+11% +$506K 0.41% 68
2023
Q3 		$4.8M Buy
83,835
+77,910
+1,315% +$5.39M 0.39% 74
2023
Q2 		$440K Sell
5,925
-239
-4% -$18.1K 0.04% 312
2023
Q1 		$475K Buy
6,164
+213
+4% +$16.4K 0.04% 288
2022
Q4 		$497K Buy
5,951
+59
+1% +$4.77K 0.05% 238
2022
Q3 		$462K Sell
5,892
-4,647
-44% -$394K 0.05% 235
2022
Q2 		$816K Buy
10,539
+4,600
+77% +$350K 0.07% 189
2022
Q1 		$503K Buy
5,939
+1,648
+38% +$132K 0.04% 249
2021
Q4 		$401K Buy
4,291
+344
+9% +$29.7K 0.03% 256
2021
Q3 		$310K Sell
3,947
-392
-9% -$31.6K 0.03% 246
2021
Q2 		$318K Sell
4,339
-939
-18% -$70.5K 0.03% 261
2021
Q1 		$399K Sell
5,278
-611
-10% -$47.7K 0.04% 219
2020
Q4 		$454K Buy
5,889
+301
+5% +$22.5K 0.05% 189
2020
Q3 		$388K Buy
5,588
+1,432
+34% +$98.9K 0.05% 175
2020
Q2 		$250K Sell
4,156
-72
-2% -$4.31K 0.04% 195
2020
Q1 		$255K Sell
4,228
-20,036
-83% -$1.26M 0.05% 163
2019
Q4 		$1.47M Buy
+24,264
New +$1.42M 0.26% 82

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 $3.38T AUM 44.17% 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

Visionary Wealth Advisors's NEE Position: Q2 2026 in Review

Visionary Wealth Advisors increased its NextEra Energy (NEE) stake by 3.1% in Q2 2026, buying an estimated $307K and bringing the position to 113,533 shares worth $9.96M. The position accounts for 0.39% of the portfolio, ranked #70.

Visionary Wealth Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.2M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Visionary Wealth Advisors held 113,533 shares of NextEra Energy worth $9.96M as of Q2 2026.
  • Visionary Wealth Advisors bought 3,391 NextEra Energy shares in Q2 2026, an estimated $307K.
  • NextEra Energy made up 0.39% of Visionary Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Visionary Wealth Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's NextEra Energy position peaked at $10.2M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.