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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Midwest Trust's NEE Position: Q2 2026 in Review

Midwest Trust reduced its NextEra Energy (NEE) stake by 1.7% in Q2 2026, selling an estimated $434K and leaving 271,157 shares worth $23.8M. The position accounts for 0.27% of the portfolio, ranked #88.

Midwest Trust first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.6M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Midwest Trust held 271,157 shares of NextEra Energy worth $23.8M as of Q2 2026.
Midwest Trust sold 4,796 NextEra Energy shares in Q2 2026, an estimated $434K.
NextEra Energy made up 0.27% of Midwest Trust's portfolio in Q2 2026, its #88 holding.
Midwest Trust first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's NextEra Energy position peaked at $25.6M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.