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West Family Investments’s NextEra Energy NEE Stock Holding History

West Family Investments’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 		$422K Buy
4,813
+100
+2% +$9.05K 0.12% 228
2026
Q1 		$438K Sell
4,713
-1,104
-19% -$98.2K 0.15% 128
2025
Q4 		$467K Sell
5,817
-1,699
-23% -$141K 0.11% 182
2025
Q3 		$567K Buy
7,516
+2,054
+38% +$150K 0.13% 154
2025
Q2 		$379K Buy
5,462
+2,608
+91% +$181K 0.1% 219
2025
Q1 		$202K Sell
2,854
-454
-14% -$32K 0.08% 246
2024
Q4 		$237K Sell
3,308
-2,684
-45% -$209K 0.08% 233
2024
Q3 		$507K Buy
5,992
+1,864
+45% +$145K 0.17% 122
2024
Q2 		$292K Buy
+4,128
New +$293K 0.09% 184
2024
Q1 		– Sell
-6,475
Closed -$393K – 270
2023
Q4 		$393K Buy
+6,475
New +$369K 0.13% 124
2023
Q2 		– Sell
-3,751
Closed -$289K – 253
2023
Q1 		$289K Sell
3,751
-698
-16% -$53.7K 0.11% 136
2022
Q4 		$372K Buy
4,449
+1,751
+65% +$141K 0.13% 131
2022
Q3 		$212K Buy
+2,698
New +$229K 0.09% 198
2022
Q2 		– Sell
-5,335
Closed -$452K – 289
2022
Q1 		$452K Sell
5,335
-7,848
-60% -$629K 0.13% 133
2021
Q4 		$1.23M Buy
13,183
+2,671
+25% +$231K 0.34% 53
2021
Q3 		$825K Sell
10,512
-1,498
-12% -$121K 0.21% 88
2021
Q2 		$880K Buy
+12,010
New +$901K 0.24% 67

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Family Investments's NEE Position: Q2 2026 in Review

West Family Investments increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $9.05K and bringing the position to 4,813 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #228.

West Family Investments first reported a position in NEE in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.23M in Q4 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • West Family Investments held 4,813 shares of NextEra Energy worth $422K as of Q2 2026.
  • West Family Investments bought 100 NextEra Energy shares in Q2 2026, an estimated $9.05K.
  • NextEra Energy made up 0.12% of West Family Investments's portfolio in Q2 2026, its #228 holding.
  • West Family Investments first reported a position in NextEra Energy in Q2 2021 and has held it in 17 quarters since.
  • West Family Investments's NextEra Energy position peaked at $1.23M in Q4 2021.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.