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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Visionary Wealth Advisors's NEE Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its NextEra Energy (NEE) stake by 3.6% in Q1 2026, selling an estimated $367K and leaving 110,142 shares worth $10.2M. The position accounts for 0.45% of the portfolio, ranked #57.

Visionary Wealth Advisors first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Visionary Wealth Advisors held 110,142 shares of NextEra Energy worth $10.2M as of Q1 2026.
  • Visionary Wealth Advisors sold 4,133 NextEra Energy shares in Q1 2026, an estimated $367K.
  • NextEra Energy made up 0.45% of Visionary Wealth Advisors's portfolio in Q1 2026, its #57 holding.
  • Visionary Wealth Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.