Midwest Trust’s NextEra Energy NEE Stock Holding History

Midwest Trust’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 Q1	$25.6M	Sell	275,953 -8,559	-3%	-$761K	0.32%	78
2025 Q4	$22.8M	Buy	284,512 +9,020	+3%	+$747K	0.29%	83
2025 Q3	$20.8M	Buy	275,492 +50,692	+23%	+$3.7M	0.27%	90
2025 Q2	$15.6M	Buy	+224,800	New	+$15.6M	0.22%	113

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Midwest Trust's NEE Position: Q1 2026 in Review

Midwest Trust reduced its NextEra Energy (NEE) stake by 3% in Q1 2026, selling an estimated $761K and leaving 275,953 shares worth $25.6M. The position accounts for 0.32% of the portfolio, ranked #78.

Midwest Trust first reported a position in NEE in Q2 2025 and has held it in 4 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Midwest Trust held 275,953 shares of NextEra Energy worth $25.6M as of Q1 2026.
Midwest Trust sold 8,559 NextEra Energy shares in Q1 2026, an estimated $761K.
NextEra Energy made up 0.32% of Midwest Trust's portfolio in Q1 2026, its #78 holding.
Midwest Trust first reported a position in NextEra Energy in Q2 2025 and has held it in 4 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.