WestEnd Advisors’s NextEra Energy NEE Stock Holding History

WestEnd 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	$8.34K	Buy	95 +6	+7%	+$543	﹤0.01%	101
2026 Q1	$8.27K	Hold	89	–	–	﹤0.01%	87
2025 Q4	$7.14K	Sell	89 -6	-6%	-$497	﹤0.01%	89
2025 Q3	$7.17K	Buy	+95	New	+$6.94K	﹤0.01%	84
2024 Q4	–	Sell	-28	Closed	-$2.37K	–	387
2024 Q3	$2.37K	Sell	28 -2	-7%	-$156	﹤0.01%	87
2024 Q2	$2.12K	Sell	30 -2	-6%	-$142	﹤0.01%	86
2024 Q1	$2.04K	Buy	32 +3	+10%	+$176	﹤0.01%	87
2023 Q4	$1.76K	Sell	29 -24	-45%	-$1.37K	﹤0.01%	93
2023 Q3	$3.04K	Buy	+53	New	+$3.67K	﹤0.01%	75
2023 Q1	–	Sell	-43	Closed	-$3.31K	–	71
2022 Q4	$3.6K	Buy	43 +12	+39%	+$969	﹤0.01%	67
2022 Q3	$2K	Buy	31 +10	+48%	+$848	﹤0.01%	88
2022 Q2	$1.63K	Buy	+21	New	+$1.6K	﹤0.01%	91

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

WestEnd Advisors's NEE Position: Q2 2026 in Review

WestEnd Advisors increased its NextEra Energy (NEE) stake by 6.7% in Q2 2026, buying an estimated $543 and bringing the position to 95 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #101.

WestEnd Advisors first reported a position in NEE in Q2 2022 and has held it in 12 quarters since. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

WestEnd Advisors held 95 shares of NextEra Energy worth $8.34K as of Q2 2026.
WestEnd Advisors bought 6 NextEra Energy shares in Q2 2026, an estimated $543.
NextEra Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #101 holding.
WestEnd Advisors first reported a position in NextEra Energy in Q2 2022 and has held it in 12 quarters since.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.