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Westend Capital Management’s NextEra Energy NEE Stock Holding History

Westend Capital Management’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 		$103K Sell
1,178
-22
-2% -$1.99K 0.02% 76
2026
Q1 		$111K Sell
1,200
-9
-0.7% -$800 0.03% 70
2025
Q4 		$97.1K Hold
1,209
– – 0.03% 73
2025
Q3 		$91.3K Hold
1,209
– – 0.03% 62
2025
Q2 		$83.9K Hold
1,209
– – 0.03% 67
2025
Q1 		$85.7K Buy
1,209
+993
+460% +$70.1K 0.03% 64
2024
Q4 		$15.5K Hold
216
– – ﹤0.01% 97
2024
Q3 		$18.3K Buy
216
+140
+184% +$10.9K 0.01% 101
2024
Q2 		$5.31K Hold
76
– – ﹤0.01% 138
2024
Q1 		$4.86K Buy
+76
New +$4.45K ﹤0.01% 167

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Westend Capital Management's NEE Position: Q2 2026 in Review

Westend Capital Management reduced its NextEra Energy (NEE) stake by 1.8% in Q2 2026, selling an estimated $1.99K and leaving 1,178 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #76.

Westend Capital Management first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $111K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Westend Capital Management held 1,178 shares of NextEra Energy worth $103K as of Q2 2026.
  • Westend Capital Management sold 22 NextEra Energy shares in Q2 2026, an estimated $1.99K.
  • NextEra Energy made up 0.02% of Westend Capital Management's portfolio in Q2 2026, its #76 holding.
  • Westend Capital Management first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
  • Westend Capital Management's NextEra Energy position peaked at $111K in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.