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 Q2	$397K	Hold	4,521	–	–	0.07%	176
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Westover Capital Advisors's NEE Position: Q2 2026 in Review

Westover Capital Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 4,521 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #176.

Westover Capital Advisors first reported a position in NEE in Q3 2021 and has held it in 10 quarters since. The position peaked at $3.62M in Q2 2022. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Westover Capital Advisors held 4,521 shares of NextEra Energy worth $397K as of Q2 2026.
Westover Capital Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of Westover Capital Advisors's portfolio in Q2 2026, its #176 holding.
Westover Capital Advisors first reported a position in NextEra Energy in Q3 2021 and has held it in 10 quarters since.
Westover Capital Advisors's NextEra Energy position peaked at $3.62M in Q2 2022.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.