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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Vista Investment Partners reduced its NextEra Energy (NEE) stake by 0.14% in Q2 2026, selling an estimated $1.81K and leaving 13,918 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #80.

Vista Investment Partners first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Vista Investment Partners held 13,918 shares of NextEra Energy worth $1.22M as of Q2 2026.
Vista Investment Partners sold 20 NextEra Energy shares in Q2 2026, an estimated $1.81K.
NextEra Energy made up 0.31% of Vista Investment Partners's portfolio in Q2 2026, its #80 holding.
Vista Investment Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's NextEra Energy position peaked at $1.29M in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.