West Michigan Advisors’s NextEra Energy NEE Stock Holding History

West Michigan Advisors’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	$2.4M	Sell	27,394 -2,314	-8%	-$209K	0.46%	59
2026 Q1	$2.76M	Buy	29,708 +769	+3%	+$68.4K	0.61%	47
2025 Q4	$2.32M	Buy	28,939 +41	+0.1%	+$3.4K	0.53%	64
2025 Q3	$2.18M	Sell	28,898 -6,358	-18%	-$465K	0.52%	61
2025 Q2	$2.45M	Sell	35,256 -71	-0.2%	-$4.93K	0.69%	38
2025 Q1	$2.5M	Buy	35,327 +1,576	+5%	+$111K	0.83%	33
2024 Q4	$2.42M	Buy	33,751 +127	+0.4%	+$9.87K	0.73%	36
2024 Q3	$2.84M	Sell	33,624 -981	-3%	-$76.6K	0.86%	34
2024 Q2	$2.45M	Buy	34,605 +25,489	+280%	+$1.81M	0.78%	35
2024 Q1	$583K	Sell	9,116 -1,193	-12%	-$69.9K	0.19%	87
2023 Q4	$626K	Sell	10,309 -580	-5%	-$33.1K	0.24%	69
2023 Q3	$624K	Buy	10,889 +327	+3%	+$22.6K	0.33%	61
2023 Q2	$784K	Sell	10,562 -1,700	-14%	-$129K	0.31%	79
2023 Q1	$945K	Buy	12,262 +6,555	+115%	+$504K	0.54%	44
2022 Q4	$477K	Sell	5,707 -280	-5%	-$22.6K	0.35%	59
2022 Q3	$470K	Sell	5,987 -145	-2%	-$12.3K	0.41%	55
2022 Q2	$475K	Sell	6,132 -203	-3%	-$15.5K	0.41%	55
2022 Q1	$537K	Buy	6,335 +1,508	+31%	+$121K	0.36%	60
2021 Q4	$451K	Buy	+4,827	New	+$417K	0.34%	60

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

West Michigan Advisors's NEE Position: Q2 2026 in Review

West Michigan Advisors reduced its NextEra Energy (NEE) stake by 7.8% in Q2 2026, selling an estimated $209K and leaving 27,394 shares worth $2.4M. The position accounts for 0.46% of the portfolio, ranked #59.

West Michigan Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.84M in Q3 2024. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

West Michigan Advisors held 27,394 shares of NextEra Energy worth $2.4M as of Q2 2026.
West Michigan Advisors sold 2,314 NextEra Energy shares in Q2 2026, an estimated $209K.
NextEra Energy made up 0.46% of West Michigan Advisors's portfolio in Q2 2026, its #59 holding.
West Michigan Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
West Michigan Advisors's NextEra Energy position peaked at $2.84M in Q3 2024.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.