Arlington Trust’s NextEra Energy NEE Stock Holding History

Arlington 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 Q2	$135K	Hold	1,541	–	–	0.01%	162
2026 Q1	$143K	Buy	1,541 +426	+38%	+$37.9K	0.01%	128
2025 Q4	$89.5K	Sell	1,115 -2,891	-72%	-$239K	0.01%	148
2025 Q3	$302K	Buy	4,006 +100	+3%	+$7.31K	0.05%	139
2025 Q2	$271K	Buy	3,906 +185	+5%	+$12.8K	0.05%	140
2025 Q1	$264K	Sell	3,721 -343	-8%	-$24.2K	0.06%	144
2024 Q4	$291K	Sell	4,064 -657	-14%	-$51K	0.06%	137
2024 Q3	$399K	Buy	4,721 +36	+0.8%	+$2.81K	0.09%	106
2024 Q2	$332K	Buy	4,685 +2,457	+110%	+$174K	0.08%	112
2024 Q1	$142K	Sell	2,228 -594	-21%	-$34.8K	0.04%	177
2023 Q4	$171K	Buy	2,822 +1,844	+189%	+$105K	0.05%	144
2023 Q3	$56K	Buy	+978	New	+$67.7K	0.02%	135

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Arlington Trust's NEE Position: Q2 2026 in Review

Arlington Trust held its NextEra Energy (NEE) position steady in Q2 2026 at 1,541 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #162.

Arlington Trust first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $399K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Arlington Trust held 1,541 shares of NextEra Energy worth $135K as of Q2 2026.
Arlington Trust left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.01% of Arlington Trust's portfolio in Q2 2026, its #162 holding.
Arlington Trust first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Arlington Trust's NextEra Energy position peaked at $399K in Q3 2024.
1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.