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Westfuller Advisors’s NextEra Energy NEE Stock Holding History

Westfuller 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 		$156K Buy
1,772
+6
+0.3% +$543 0.06% 172
2026
Q1 		$164K Buy
1,766
+1
+0.1% +$89 0.07% 145
2025
Q4 		$142K Sell
1,765
-1,065
-38% -$88.2K 0.06% 183
2025
Q3 		$214K Buy
+2,830
New +$207K 0.1% 143

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

Westfuller Advisors's NEE Position: Q2 2026 in Review

Westfuller Advisors increased its NextEra Energy (NEE) stake by 0.34% in Q2 2026, buying an estimated $543 and bringing the position to 1,772 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #172.

Westfuller Advisors first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $214K in Q3 2025. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Westfuller Advisors held 1,772 shares of NextEra Energy worth $156K as of Q2 2026.
  • Westfuller Advisors bought 6 NextEra Energy shares in Q2 2026, an estimated $543.
  • NextEra Energy made up 0.06% of Westfuller Advisors's portfolio in Q2 2026, its #172 holding.
  • Westfuller Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's NextEra Energy position peaked at $214K in Q3 2025.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.