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 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 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

West Family Investments's NEE Position: Q1 2026 in Review

West Family Investments reduced its NextEra Energy (NEE) stake by 19% in Q1 2026, selling an estimated $98.2K and leaving 4,713 shares worth $438K. The position accounts for 0.15% of the portfolio, ranked #128.

West Family Investments first reported a position in NEE in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

West Family Investments held 4,713 shares of NextEra Energy worth $438K as of Q1 2026.
West Family Investments sold 1,104 NextEra Energy shares in Q1 2026, an estimated $98.2K.
NextEra Energy made up 0.15% of West Family Investments's portfolio in Q1 2026, its #128 holding.
West Family Investments first reported a position in NextEra Energy in Q2 2021 and has held it in 16 quarters since.
West Family Investments's NextEra Energy position peaked at $1.23M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.