Greater Midwest Financial Group’s NextEra Energy NEE Stock Holding History

Greater Midwest Financial 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	$2.17M	Buy	24,762 +529	+2%	+$47.9K	1.08%	28
2026 Q1	$2.25M	Buy	24,233 +2,857	+13%	+$254K	1.21%	29
2025 Q4	$1.72M	Buy	21,376 +1,733	+9%	+$144K	0.96%	30
2025 Q3	$1.48M	Buy	19,643 +2,734	+16%	+$200K	0.96%	28
2025 Q2	$1.17M	Buy	+16,909	New	+$1.17M	0.9%	26

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

Greater Midwest Financial Group's NEE Position: Q2 2026 in Review

Greater Midwest Financial Group increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $47.9K and bringing the position to 24,762 shares worth $2.17M. The position accounts for 1.08% of the portfolio, ranked #28.

Greater Midwest Financial Group first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.25M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Greater Midwest Financial Group held 24,762 shares of NextEra Energy worth $2.17M as of Q2 2026.
Greater Midwest Financial Group bought 529 NextEra Energy shares in Q2 2026, an estimated $47.9K.
NextEra Energy made up 1.08% of Greater Midwest Financial Group's portfolio in Q2 2026, its #28 holding.
Greater Midwest Financial Group first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
Greater Midwest Financial Group's NextEra Energy position peaked at $2.25M in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.