Arbor Trust Wealth Advisors’s NextEra Energy NEE Stock Holding History

Arbor Trust Wealth 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	–	Sell	-2,170	Closed	-$202K	–	101
2026 Q1	$202K	Buy	+2,170	New	+$193K	0.09%	90

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

Arbor Trust Wealth Advisors's NEE Position: Q2 2026 in Review

Arbor Trust Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,170 shares — an estimated $202K sold.

Arbor Trust Wealth Advisors first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Arbor Trust Wealth Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 2,170 NextEra Energy shares in Q2 2026, an estimated $202K.
Arbor Trust Wealth Advisors first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
Arbor Trust Wealth Advisors's NextEra Energy position peaked at $202K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.