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Adirondack Trust Company’s NextEra Energy NEE Stock Holding History

Adirondack Trust Company’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 		$1.92M Sell
21,901
-784
-3% -$70.9K 0.57% 49
2026
Q1 		$2.11M Sell
22,685
-1,910
-8% -$170K 0.71% 40
2025
Q4 		$1.97M Sell
24,595
-390
-2% -$32.3K 0.65% 41
2025
Q3 		$1.89M Sell
24,985
-329
-1% -$24K 0.63% 40
2025
Q2 		$1.76M Sell
25,314
-1,244
-5% -$86.4K 0.64% 39
2025
Q1 		$1.88M Sell
26,558
-587
-2% -$41.4K 0.74% 37
2024
Q4 		$1.95M Sell
27,145
-464
-2% -$36K 0.74% 32
2024
Q3 		$2.33M Sell
27,609
-197
-0.7% -$15.4K 0.9% 25
2024
Q2 		$1.97M Buy
27,806
+214
+0.8% +$15.2K 0.8% 30
2024
Q1 		$1.76M Sell
27,592
-349
-1% -$20.4K 0.74% 30
2023
Q4 		$1.54M Sell
27,941
-835
-3% -$47.6K 0.67% 34
2023
Q3 		$1.65M Sell
28,776
-1,033
-3% -$71.5K 0.82% 31
2023
Q2 		$2.18M Buy
29,809
+17
+0.1% +$1.29K 1.02% 22
2023
Q1 		$2.3M Sell
29,792
-250
-0.8% -$19.2K 1.16% 22
2022
Q4 		$2.51M Sell
30,042
-64
-0.2% -$5.17K 1.3% 22
2022
Q3 		$2.36M Sell
30,106
-584
-2% -$49.5K 1.32% 19
2022
Q2 		$2.38M Buy
30,690
+100
+0.3% +$7.61K 1.27% 22
2022
Q1 		$2.59M Sell
30,590
-2,098
-6% -$168K 1.23% 21
2021
Q4 		$3.05M Sell
32,688
-791
-2% -$68.4K 1.46% 17
2021
Q3 		$2.86M Sell
33,479
-431
-1% -$34.8K 1.36% 17
2021
Q2 		$2.48M Sell
33,910
-220
-0.6% -$16.5K 1.25% 18
2021
Q1 		$2.58M Buy
34,130
+2,510
+8% +$196K 1.37% 17
2020
Q4 		$2.56M Sell
31,620
-20
-0.1% -$1.5K 1.54% 14
2020
Q3 		$2.19M Sell
31,640
-460
-1% -$31.8K 1.44% 16
2020
Q2 		$2.25M Sell
32,100
-620
-2% -$37.1K 1.49% 15
2020
Q1 		$1.97M Buy
32,720
+120
+0.4% +$7.54K 1.61% 13
2019
Q4 		$2.19M Sell
32,600
-2,764
-8% -$161K 1.43% 16
2019
Q3 		$2.06M Sell
35,364
-96
-0.3% -$5.2K 1.45% 19
2019
Q2 		$1.82M Sell
35,460
-120
-0.3% -$5.91K 1.27% 23
2019
Q1 		$1.73M Sell
35,580
-960
-3% -$43.9K 1.19% 22
2018
Q4 		$1.59M Sell
36,540
-80
-0.2% -$3.5K 1.23% 21
2018
Q3 		$1.53M Sell
36,620
-460
-1% -$19.6K 1.04% 27
2018
Q2 		$1.55M Sell
37,080
-200
-0.5% -$8.08K 1.09% 23
2018
Q1 		$1.53M Sell
37,280
-4,208
-10% -$162K 1.09% 24
2017
Q4 		$1.62M Sell
41,488
-2,000
-5% -$77.2K 1.18% 22
2017
Q3 		$1.59M Hold
43,488
– – 1.25% 22
2017
Q2 		$1.52M Sell
43,488
-820
-2% -$28K 1.23% 22
2017
Q1 		$1.42M Hold
44,308
– – 0.99% 27
2016
Q4 		$1.32M Sell
44,308
-1,936
-4% -$57.8K 0.92% 26
2016
Q3 		$1.41M Buy
46,244
+80
+0.2% +$2.52K 1.02% 24
2016
Q2 		$1.5M Sell
46,164
-1,424
-3% -$42.8K 1.07% 21
2016
Q1 		$1.41M Hold
47,588
– – 1.04% 25
2015
Q4 		$1.33M Buy
47,588
+936
+2% +$23.7K 1.05% 24
2015
Q3 		$1.14M Hold
46,652
– – 0.92% 31
2015
Q2 		$1.14M Sell
46,652
-180
-0.4% -$4.58K 0.85% 35
2015
Q1 		$1.22M Hold
46,832
– – 0.91% 32
2014
Q4 		$1.25M Sell
46,832
-1,500
-3% -$37.9K 0.93% 29
2014
Q3 		$1.13M Sell
48,332
-9,340
-16% -$226K 0.86% 32
2014
Q2 		$1.48M Sell
57,672
-1,000
-2% -$24.3K 1.13% 26
2014
Q1 		$1.4M Sell
58,672
-3,400
-5% -$77K 1.12% 26
2013
Q4 		$1.33M Hold
62,072
– – 1.08% 29
2013
Q3 		$1.24M Buy
62,072
+20
+0% +$413 1.09% 27
2013
Q2 		$1.26M Buy
+62,052
New +$1.23M 1.15% 25

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Adirondack Trust Company's NEE Position: Q2 2026 in Review

Adirondack Trust Company reduced its NextEra Energy (NEE) stake by 3.5% in Q2 2026, selling an estimated $70.9K and leaving 21,901 shares worth $1.92M. The position accounts for 0.57% of the portfolio, ranked #49.

Adirondack Trust Company first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.05M in Q4 2021. 591 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Adirondack Trust Company held 21,901 shares of NextEra Energy worth $1.92M as of Q2 2026.
  • Adirondack Trust Company sold 784 NextEra Energy shares in Q2 2026, an estimated $70.9K.
  • NextEra Energy made up 0.57% of Adirondack Trust Company's portfolio in Q2 2026, its #49 holding.
  • Adirondack Trust Company first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Adirondack Trust Company's NextEra Energy position peaked at $3.05M in Q4 2021.
  • 591 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.