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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 		$2.76M Hold
29,708
– – 0.61% 47
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

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

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

West Michigan Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 29,708 shares worth $2.76M. The position accounts for 0.61% of the portfolio, ranked #47.

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. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • West Michigan Advisors held 29,708 shares of NextEra Energy worth $2.76M as of Q2 2026.
  • West Michigan Advisors left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.61% of West Michigan Advisors's portfolio in Q2 2026, its #47 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.
  • 982 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.