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Westmount Partners’s NextEra Energy NEE Stock Holding History

Westmount Partners’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 		$757K Buy
8,630
+1,228
+17% +$111K 0.17% 111
2026
Q1 		$688K Buy
7,402
+742
+11% +$66K 0.17% 110
2025
Q4 		$535K Buy
6,660
+125
+2% +$10.4K 0.13% 126
2025
Q3 		$514K Sell
6,535
-51
-0.8% -$3.73K 0.13% 130
2025
Q2 		$457K Buy
6,586
+60
+0.9% +$4.17K 0.13% 136
2025
Q1 		$463K Buy
6,526
+316
+5% +$22.3K 0.14% 133
2024
Q4 		$445K Sell
6,210
-98
-2% -$7.61K 0.14% 126
2024
Q3 		$533K Buy
6,308
+112
+2% +$8.74K 0.16% 110
2024
Q2 		$433K Sell
6,196
-735
-11% -$52.1K 0.14% 122
2024
Q1 		$443K Hold
6,931
– – 0.16% 123
2023
Q4 		$421K Sell
6,931
-564
-8% -$32.1K 0.17% 124
2023
Q3 		$429K Buy
7,495
+550
+8% +$38.1K 0.19% 120
2023
Q2 		$515K Hold
6,945
– – 0.22% 99
2023
Q1 		$535K Sell
6,945
-77
-1% -$5.92K 0.25% 90
2022
Q4 		$587K Buy
+7,022
New +$567K 0.31% 77

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

Westmount Partners's NEE Position: Q2 2026 in Review

Westmount Partners increased its NextEra Energy (NEE) stake by 17% in Q2 2026, buying an estimated $111K and bringing the position to 8,630 shares worth $757K. The position accounts for 0.17% of the portfolio, ranked #111.

Westmount Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Westmount Partners held 8,630 shares of NextEra Energy worth $757K as of Q2 2026.
  • Westmount Partners bought 1,228 NextEra Energy shares in Q2 2026, an estimated $111K.
  • NextEra Energy made up 0.17% of Westmount Partners's portfolio in Q2 2026, its #111 holding.
  • Westmount Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.