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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westend Capital Management's NEE Position: Q1 2026 in Review

Westend Capital Management reduced its NextEra Energy (NEE) stake by 0.74% in Q1 2026, selling an estimated $800 and leaving 1,200 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #70.

Westend Capital Management first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Westend Capital Management held 1,200 shares of NextEra Energy worth $111K as of Q1 2026.
Westend Capital Management sold 9 NextEra Energy shares in Q1 2026, an estimated $800.
NextEra Energy made up 0.03% of Westend Capital Management's portfolio in Q1 2026, its #70 holding.
Westend Capital Management first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.