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VisionPoint Advisory Group’s NextEra Energy NEE Stock Holding History

VisionPoint Advisory Group’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 		$287K Sell
3,265
-449
-12% -$40.6K 0.05% 368
2026
Q1 		$345K Sell
3,714
-59
-2% -$5.25K 0.07% 292
2025
Q4 		$303K Sell
3,773
-399
-10% -$33K 0.06% 304
2025
Q3 		$315K Buy
4,172
+331
+9% +$24.2K 0.06% 286
2025
Q2 		$267K Buy
+3,841
New +$267K 0.06% 291
2025
Q1 		– Sell
-6,972
Closed -$499K – 273
2024
Q4 		$499K Sell
6,972
-4,412
-39% -$343K 0.17% 112
2024
Q3 		$962K Buy
11,384
+3,846
+51% +$300K 0.32% 85
2024
Q2 		$534K Sell
7,538
-6,323
-46% -$449K 0.19% 104
2024
Q1 		$886K Buy
13,861
+5,776
+71% +$338K 0.32% 84
2023
Q4 		$491K Buy
8,085
+5,622
+228% +$320K 0.18% 95
2023
Q3 		$141K Buy
2,463
+462
+23% +$32K 0.06% 165
2023
Q2 		$148K Sell
2,001
-43,296
-96% -$3.28M 0.06% 151
2023
Q1 		$3.42M Buy
45,297
+4,919
+12% +$378K 1.51% 15
2022
Q4 		$3.05M Sell
40,378
-6,390
-14% -$516K 1.26% 22
2022
Q3 		$3.67M Buy
46,768
+10,873
+30% +$922K 1.76% 23
2022
Q2 		$3.21M Sell
35,895
-888
-2% -$67.6K 1.27% 31
2022
Q1 		$2.52M Sell
36,783
-30,681
-45% -$2.46M 1.17% 29
2021
Q4 		$5.13M Buy
67,464
+26,008
+63% +$2.25M 2.24% 14
2021
Q3 		$3.55M Buy
41,456
+2,448
+6% +$197K 1.58% 23
2021
Q2 		$2.86M Buy
39,008
+9,612
+33% +$721K 1.27% 28
2021
Q1 		$2.22M Buy
29,396
+12,359
+73% +$965K 1.07% 30
2020
Q4 		$1.31M Buy
+17,037
New +$1.27M 0.66% 40

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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

VisionPoint Advisory Group's NEE Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $40.6K and leaving 3,265 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #368.

VisionPoint Advisory Group first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.13M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • VisionPoint Advisory Group held 3,265 shares of NextEra Energy worth $287K as of Q2 2026.
  • VisionPoint Advisory Group sold 449 NextEra Energy shares in Q2 2026, an estimated $40.6K.
  • NextEra Energy made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #368 holding.
  • VisionPoint Advisory Group first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • VisionPoint Advisory Group's NextEra Energy position peaked at $5.13M in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.