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Adelphi Trust’s NextEra Energy NEE Stock Holding History

Adelphi Trust’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
Q3 		$508K Buy
6,710
+271
+4% +$22.9K 0.33% 66
2026
Q2 		$565K Buy
6,439
+174
+3% +$15.7K 0.38% 63
2026
Q1 		$582K Sell
6,265
-424
-6% -$37.7K 0.47% 58
2025
Q4 		$537K Buy
+6,689
New +$554K 0.44% 59

Other funds holding NEE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Adelphi Trust's NEE Position: Q3 2026 in Review

Adelphi Trust increased its NextEra Energy (NEE) stake by 4.2% in Q3 2026, buying an estimated $22.9K and bringing the position to 6,710 shares worth $508K. The position accounts for 0.33% of the portfolio, ranked #66.

Adelphi Trust first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $582K in Q1 2026. 36 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Adelphi Trust held 6,710 shares of NextEra Energy worth $508K as of Q3 2026.
  • Adelphi Trust bought 271 NextEra Energy shares in Q3 2026, an estimated $22.9K.
  • NextEra Energy made up 0.33% of Adelphi Trust's portfolio in Q3 2026, its #66 holding.
  • Adelphi Trust first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • Adelphi Trust's NextEra Energy position peaked at $582K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.