Westover Capital Advisors’s NextEra Energy NEE Stock Holding History

Westover Capital 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 Q1	$420K	Hold	4,521	–	–	0.08%	161
2025 Q4	$363K	Buy	+4,521	New	+$374K	0.07%	181
2023 Q2	–	Sell	-39,523	Closed	-$3.05M	–	185
2023 Q1	$3.05M	Sell	39,523 -1,106	-3%	-$85.1K	1.13%	27
2022 Q4	$3.4M	Sell	40,629 -3,996	-9%	-$323K	1.34%	23
2022 Q3	$3.5M	Sell	44,625 -2,054	-4%	-$174K	1.34%	22
2022 Q2	$3.62M	Buy	46,679 +39,044	+511%	+$2.97M	1.33%	25
2022 Q1	$647K	Sell	7,635 -282	-4%	-$22.6K	0.2%	94
2021 Q4	$739K	Sell	7,917 -1,395	-15%	-$121K	0.22%	90
2021 Q3	$731K	Buy	+9,312	New	+$751K	0.23%	85

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

Westover Capital Advisors's NEE Position: Q1 2026 in Review

Westover Capital Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 4,521 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #161.

Westover Capital Advisors first reported a position in NEE in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.62M in Q2 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Westover Capital Advisors held 4,521 shares of NextEra Energy worth $420K as of Q1 2026.
Westover Capital Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.08% of Westover Capital Advisors's portfolio in Q1 2026, its #161 holding.
Westover Capital Advisors first reported a position in NextEra Energy in Q3 2021 and has held it in 9 quarters since.
Westover Capital Advisors's NextEra Energy position peaked at $3.62M in Q2 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.