Westfield Capital Management
NEE icon

Westfield Capital Management’s NextEra Energy NEE Stock Holding History

Westfield 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 		$7.63M Sell
86,920
-331
-0.4% -$29.9K 0.02% 223
2026
Q1 		$8.1M Buy
87,251
+3,325
+4% +$296K 0.03% 189
2025
Q4 		$6.74M Buy
83,926
+13,420
+19% +$1.11M 0.03% 197
2025
Q3 		$5.32M Sell
70,506
-17,581
-20% -$1.28M 0.02% 207
2025
Q2 		$6.12M Sell
88,087
-10,660
-11% -$740K 0.03% 201
2025
Q1 		$7M Sell
98,747
-5,874
-6% -$415K 0.03% 198
2024
Q4 		$7.5M Sell
104,621
-4,533
-4% -$352K 0.03% 197
2024
Q3 		$9.23M Buy
109,154
+2,304
+2% +$180K 0.04% 200
2024
Q2 		$7.57M Buy
106,850
+17,009
+19% +$1.21M 0.04% 206
2024
Q1 		$5.74M Sell
89,841
-2,787
-3% -$163K 0.03% 216
2023
Q4 		$5.63M Buy
+92,628
New +$5.28M 0.03% 207
2020
Q2 		– Sell
-64,300
Closed -$3.87M – 248
2020
Q1 		$3.87M Sell
64,300
-56,120
-47% -$3.53M 0.03% 200
2019
Q4 		$7.29M Sell
120,420
-352
-0.3% -$20.6K 0.05% 195
2019
Q3 		$7.04M Sell
120,772
-1,348
-1% -$73K 0.06% 197
2019
Q2 		$6.25M Sell
122,120
-120
-0.1% -$5.91K 0.05% 208
2019
Q1 		$5.91M Sell
122,240
-440
-0.4% -$20.1K 0.05% 212
2018
Q4 		$5.33M Sell
122,680
-1,400
-1% -$61.2K 0.05% 208
2018
Q3 		$5.2M Sell
124,080
-1,880
-1% -$80K 0.04% 217
2018
Q2 		$5.26M Buy
125,960
+26,480
+27% +$1.07M 0.04% 220
2018
Q1 		$4.06M Sell
99,480
-40
-0% -$1.54K 0.03% 224
2017
Q4 		$3.89M Buy
+99,520
New +$3.84M 0.03% 220

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

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

Westfield Capital Management reduced its NextEra Energy (NEE) stake by 0.38% in Q2 2026, selling an estimated $29.9K and leaving 86,920 shares worth $7.63M. The position accounts for 0.02% of the portfolio, ranked #223.

Westfield Capital Management first reported a position in NEE in Q4 2017 and has held it in 21 quarters since. The position peaked at $9.23M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Westfield Capital Management held 86,920 shares of NextEra Energy worth $7.63M as of Q2 2026.
  • Westfield Capital Management sold 331 NextEra Energy shares in Q2 2026, an estimated $29.9K.
  • NextEra Energy made up 0.02% of Westfield Capital Management's portfolio in Q2 2026, its #223 holding.
  • Westfield Capital Management first reported a position in NextEra Energy in Q4 2017 and has held it in 21 quarters since.
  • Westfield Capital Management's NextEra Energy position peaked at $9.23M in Q3 2024.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.