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West Branch Capital’s NextEra Energy NEE Stock Holding History

West Branch Capital’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 		$74.6K Hold
850
– – 0.02% 123
2026
Q1 		$78.9K Hold
850
– – 0.02% 116
2025
Q4 		$68.2K Hold
850
– – 0.02% 129
2025
Q3 		$64.2K Sell
850
-124
-13% -$9.06K 0.02% 133
2025
Q2 		$67.6K Sell
974
-524
-35% -$36.4K 0.02% 130
2025
Q1 		$106K Buy
1,498
+124
+9% +$8.75K 0.04% 112
2024
Q4 		$98.5K Hold
1,374
– – 0.03% 117
2024
Q3 		$116K Sell
1,374
-396
-22% -$30.9K 0.04% 106
2024
Q2 		$125K Hold
1,770
– – 0.05% 106
2024
Q1 		$113K Hold
1,770
– – 0.05% 117
2023
Q4 		$108K Sell
1,770
-232
-12% -$13.2K 0.05% 114
2023
Q3 		$115K Sell
2,002
-2
-0.1% -$138 0.06% 102
2023
Q2 		$149K Hold
2,004
– – 0.07% 91
2023
Q1 		$154K Hold
2,004
– – 0.09% 88
2022
Q4 		$168K Buy
2,004
+400
+25% +$32.3K 0.1% 83
2022
Q3 		$126K Buy
1,604
+50
+3% +$4.24K 0.08% 99
2022
Q2 		$120K Hold
1,554
– – 0.07% 103
2022
Q1 		$132K Hold
1,554
– – 0.06% 109
2021
Q4 		$145K Buy
1,554
+2
+0.1% +$173 0.06% 114
2021
Q3 		$122K Hold
1,552
– – 0.06% 118
2021
Q2 		$114K Buy
+1,552
New +$116K 0.06% 129

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

West Branch Capital's NEE Position: Q2 2026 in Review

West Branch Capital held its NextEra Energy (NEE) position steady in Q2 2026 at 850 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #123.

West Branch Capital first reported a position in NEE in Q2 2021 and has held it in 21 quarters since. The position peaked at $168K in Q4 2022. 885 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • West Branch Capital held 850 shares of NextEra Energy worth $74.6K as of Q2 2026.
  • West Branch Capital left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #123 holding.
  • West Branch Capital first reported a position in NextEra Energy in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's NextEra Energy position peaked at $168K in Q4 2022.
  • 885 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.