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 Q3	$21M	Buy	276,620 +5,463	+2%	+$462K	0.23%	101
2026 Q2	$23.8M	Sell	271,157 -4,796	-2%	-$434K	0.27%	88
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Midwest Trust's NEE Position: Q3 2026 in Review

Midwest Trust increased its NextEra Energy (NEE) stake by 2% in Q3 2026, buying an estimated $462K and bringing the position to 276,620 shares worth $21M. The position accounts for 0.23% of the portfolio, ranked #101.

Midwest Trust first reported a position in NEE in Q2 2025 and has held it in 6 quarters since. The position peaked at $25.6M in Q1 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Midwest Trust held 276,620 shares of NextEra Energy worth $21M as of Q3 2026.
Midwest Trust bought 5,463 NextEra Energy shares in Q3 2026, an estimated $462K.
NextEra Energy made up 0.23% of Midwest Trust's portfolio in Q3 2026, its #101 holding.
Midwest Trust first reported a position in NextEra Energy in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's NextEra Energy position peaked at $25.6M in Q1 2026.
884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.