Westside Investment Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $235K | Hold |
2,674
| – | – | 0.03% | 284 |
|
|
2026
Q1 | $249K | Sell |
2,674
-122
| -4% | -$10.8K | 0.04% | 271 |
|
|
2025
Q4 | $225K | Buy |
2,796
+48
| +2% | +$3.98K | 0.04% | 265 |
|
|
2025
Q3 | $210K | Buy |
2,748
+339
| +14% | +$24.8K | 0.03% | 279 |
|
|
2025
Q2 | $169K | Buy |
2,409
+339
| +16% | +$23.5K | 0.03% | 273 |
|
|
2025
Q1 | $147K | Hold |
2,070
| – | – | 0.03% | 262 |
|
|
2024
Q4 | $148K | Hold |
2,070
| – | – | 0.03% | 263 |
|
|
2024
Q3 | $174K | Sell |
2,070
-49
| -2% | -$3.82K | 0.04% | 254 |
|
|
2024
Q2 | $150K | Hold |
2,119
| – | – | 0.03% | 255 |
|
|
2024
Q1 | $135K | Sell |
2,119
-288
| -12% | -$16.9K | 0.03% | 265 |
|
|
2023
Q4 | $146K | Hold |
2,407
| – | – | 0.04% | 241 |
|
|
2023
Q3 | $138K | Sell |
2,407
-100
| -4% | -$6.92K | 0.04% | 238 |
|
|
2023
Q2 | $186K | Hold |
2,507
| – | – | 0.05% | 214 |
|
|
2023
Q1 | $193K | Hold |
2,507
| – | – | 0.06% | 208 |
|
|
2022
Q4 | $25.3K | Hold |
2,507
| – | – | 0.06% | 160 |
|
|
2022
Q3 | $23.7K | Hold |
2,507
| – | – | 0.06% | 169 |
|
|
2022
Q2 | $25.9K | Sell |
2,507
-52
| -2% | -$3.96K | 0.06% | 154 |
|
|
2022
Q1 | $25.9K | Buy |
2,559
+1,000
| +64% | +$80.1K | 0.06% | 154 |
|
|
2021
Q4 | $23.9K | Hold |
1,559
| – | – | 0.05% | 151 |
|
|
2021
Q3 | $23.9K | Buy |
1,559
+49
| +3% | +$3.95K | 0.06% | 151 |
|
|
2021
Q2 | $22.1K | Buy |
1,510
+122
| +9% | +$9.16K | 0.05% | 151 |
|
|
2021
Q1 | $22.8K | Buy |
1,388
+300
| +28% | +$23.4K | 0.06% | 144 |
|
|
2020
Q4 | $83 | Buy |
1,088
+52
| +5% | +$3.89K | ﹤0.01% | 306 |
|
|
2020
Q3 | $71 | Hold |
1,036
| – | – | ﹤0.01% | 322 |
|
|
2020
Q2 | $62 | Hold |
1,036
| – | – | ﹤0.01% | 312 |
|
|
2020
Q1 | $62 | Buy |
+1,036
| New | +$65.1K | ﹤0.01% | 315 |
|
|
2019
Q2 | $53 | Buy |
+1,036
| New | +$51K | ﹤0.01% | 303 |
|
|
2018
Q4 | $45K | Buy |
1,036
+400
| +63% | +$17.5K | 0.02% | 305 |
|
|
2018
Q3 | $26.6K | Hold |
636
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $26.9K | Hold |
636
| – | – | 0.01% | 359 |
|
|
2018
Q1 | $25.8K | Hold |
636
| – | – | 0.01% | 349 |
|
|
2017
Q4 | $24.3K | Buy |
636
+116
| +22% | +$4.48K | 0.01% | 372 |
|
|
2017
Q3 | $19.2K | Hold |
520
| – | – | 0.01% | 398 |
|
|
2017
Q2 | $18.3K | Buy |
520
+232
| +81% | +$7.93K | 0.01% | 400 |
|
|
2017
Q1 | $9.41K | Hold |
288
| – | – | ﹤0.01% | 519 |
|
|
2016
Q4 | $8.6K | Buy |
+288
| New | +$8.61K | 0.01% | 434 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
Westside Investment Management's NEE Position: Q2 2026 in Review
Westside Investment Management held its NextEra Energy (NEE) position steady in Q2 2026 at 2,674 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #284.
Westside Investment Management first reported a position in NEE in Q4 2016 and has held it in 36 quarters since. The position peaked at $249K in Q1 2026. 1,257 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Westside Investment Management held 2,674 shares of NextEra Energy worth $235K as of Q2 2026.
- Westside Investment Management left its NextEra Energy share count unchanged in Q2 2026.
- NextEra Energy made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #284 holding.
- Westside Investment Management first reported a position in NextEra Energy in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's NextEra Energy position peaked at $249K in Q1 2026.
- 1,257 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.