West Tower Group’s NextEra Energy NEE Stock Holding History

West Tower Group’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	–	Sell	-3,200	Closed	-$257K	–	62
2025 Q4	$257K	Buy	+3,200	New	+$265K	0.58%	68
2023 Q4	–	Sell	-558	Closed	-$32K	–	673
2023 Q3	$32K	Buy	558 +75	+16%	+$5.19K	0.02%	278
2023 Q2	$35.8K	Buy	+483	New	+$36.6K	0.03%	262

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

West Tower Group's NEE Position: Q1 2026 in Review

West Tower Group sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,200 shares — an estimated $257K sold.

West Tower Group first reported a position in NEE in Q2 2023 and held it in 3 quarters. The position peaked at $257K in Q4 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

West Tower Group reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
West Tower Group sold 3,200 NextEra Energy shares in Q1 2026, an estimated $257K.
West Tower Group first reported a position in NextEra Energy in Q2 2023 and held it in 3 quarters.
West Tower Group's NextEra Energy position peaked at $257K in Q4 2025.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on West Tower Group's 13F filing for Q1 2026, filed 29 Apr 2026.