Vista Investment Partners’s NextEra Energy NEE Stock Holding History

Vista Investment Partners’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 Q3	$1.05M	Sell	13,809 -109	-0.8%	-$9.22K	0.27%	81
2026 Q2	$1.22M	Sell	13,918 -20	-0.1%	-$1.81K	0.31%	80
2026 Q1	$1.29M	Buy	13,938 +5	+0%	+$445	0.34%	79
2025 Q4	$1.12M	Sell	13,933 -101	-0.7%	-$8.37K	0.29%	84
2025 Q3	$1.06M	Sell	14,034 -20	-0.1%	-$1.46K	0.3%	78
2025 Q2	$976K	Buy	14,054 +115	+0.8%	+$7.99K	0.28%	80
2025 Q1	$988K	Hold	13,939	–	–	0.3%	81
2024 Q4	$999K	Hold	13,939	–	–	0.31%	76
2024 Q3	$1.18M	Sell	13,939 -12	-0.1%	-$936	0.38%	71
2024 Q2	$988K	Sell	13,951 -62	-0.4%	-$4.4K	0.33%	76
2024 Q1	$896K	Sell	14,013 -3	-0%	-$176	0.3%	82
2023 Q4	$851K	Buy	+14,016	New	+$799K	0.31%	75

Other funds holding NEE

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Vista Investment Partners's NEE Position: Q3 2026 in Review

Vista Investment Partners reduced its NextEra Energy (NEE) stake by 0.78% in Q3 2026, selling an estimated $9.22K and leaving 13,809 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #81.

Vista Investment Partners first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q1 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Vista Investment Partners held 13,809 shares of NextEra Energy worth $1.05M as of Q3 2026.
Vista Investment Partners sold 109 NextEra Energy shares in Q3 2026, an estimated $9.22K.
NextEra Energy made up 0.27% of Vista Investment Partners's portfolio in Q3 2026, its #81 holding.
Vista Investment Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's NextEra Energy position peaked at $1.29M in Q1 2026.
155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.