Vista Investment Partners II’s NextEra Energy NEE Stock Holding History

Vista Investment Partners II’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	$265K	Buy	3,022 +48	+2%	+$4.34K	0.1%	133
2026 Q1	$276K	Buy	2,974 +1	+0%	+$89	0.12%	125
2025 Q4	$239K	Buy	2,973 +134	+5%	+$11.1K	0.1%	127
2025 Q3	$214K	Sell	2,839 -274	-9%	-$20K	0.1%	127
2025 Q2	$216K	Sell	3,113 -62	-2%	-$4.31K	0.1%	119
2025 Q1	$225K	Sell	3,175 -303	-9%	-$21.4K	0.12%	113
2024 Q4	$249K	Buy	+3,478	New	+$270K	0.15%	106

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Vista Investment Partners II's NEE Position: Q2 2026 in Review

Vista Investment Partners II increased its NextEra Energy (NEE) stake by 1.6% in Q2 2026, buying an estimated $4.34K and bringing the position to 3,022 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #133.

Vista Investment Partners II first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q1 2026. 1,297 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Vista Investment Partners II held 3,022 shares of NextEra Energy worth $265K as of Q2 2026.
Vista Investment Partners II bought 48 NextEra Energy shares in Q2 2026, an estimated $4.34K.
NextEra Energy made up 0.1% of Vista Investment Partners II's portfolio in Q2 2026, its #133 holding.
Vista Investment Partners II first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's NextEra Energy position peaked at $276K in Q1 2026.
1,297 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.