Advantage Trust Company’s NextEra Energy NEE Stock Holding History

Advantage 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	$44K	Hold	501	–	–	0.02%	113
2026 Q1	$46.5K	Sell	501 -184	-27%	-$16.4K	0.02%	83
2025 Q4	$55K	Hold	685	–	–	0.02%	74
2025 Q3	$51.7K	Hold	685	–	–	0.02%	109
2025 Q2	$47.6K	Hold	685	–	–	0.02%	127
2025 Q1	$48.6K	Sell	685 -50	-7%	-$3.53K	0.03%	101
2024 Q4	$52.7K	Buy	735 +50	+7%	+$3.88K	0.03%	102
2024 Q3	$57.9K	Sell	685 -3,000	-81%	-$234K	0.04%	98
2024 Q2	$261K	Hold	3,685	–	–	0.19%	37
2024 Q1	$236K	Sell	3,685 -685	-16%	-$40.1K	0.17%	39
2023 Q4	$265K	Buy	+4,370	New	+$249K	0.21%	37

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

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

Advantage Trust Company held its NextEra Energy (NEE) position steady in Q2 2026 at 501 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #113.

Advantage Trust Company first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $265K in Q4 2023. 984 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Advantage Trust Company held 501 shares of NextEra Energy worth $44K as of Q2 2026.
Advantage Trust Company left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.02% of Advantage Trust Company's portfolio in Q2 2026, its #113 holding.
Advantage Trust Company first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's NextEra Energy position peaked at $265K in Q4 2023.
984 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.