Avalon Trust’s NextEra Energy NEE Stock Holding History

Avalon 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	$712K	Hold	8,107	–	–	0.04%	84
2026 Q1	$753K	Buy	8,107 +920	+13%	+$81.8K	0.05%	78
2025 Q4	$577K	Sell	7,187 -1,621	-18%	-$134K	0.04%	81
2025 Q3	$665K	Buy	8,808 +854	+11%	+$62.4K	0.04%	83
2025 Q2	$552K	Sell	7,954 -16,709	-68%	-$1.16M	0.04%	90
2025 Q1	$1.75M	Sell	24,663 -1,891	-7%	-$133K	0.14%	57
2024 Q4	$1.9M	Hold	26,554	–	–	0.14%	58
2024 Q3	$2.24M	Sell	26,554 -1,000	-4%	-$78K	0.17%	52
2024 Q2	$1.95M	Hold	27,554	–	–	0.15%	55
2024 Q1	$1.76M	Hold	27,554	–	–	0.14%	59
2023 Q4	$1.67M	Buy	27,554 +100	+0.4%	+$5.7K	0.15%	56
2023 Q3	$1.57M	Sell	27,454 -230	-0.8%	-$15.9K	0.16%	56
2023 Q2	$2.05M	Hold	27,684	–	–	0.19%	56
2023 Q1	$2.13M	Buy	+27,684	New	+$2.13M	0.21%	53

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

Avalon Trust's NEE Position: Q2 2026 in Review

Avalon Trust held its NextEra Energy (NEE) position steady in Q2 2026 at 8,107 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #84.

Avalon Trust first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.24M in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Avalon Trust held 8,107 shares of NextEra Energy worth $712K as of Q2 2026.
Avalon Trust left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.04% of Avalon Trust's portfolio in Q2 2026, its #84 holding.
Avalon Trust first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's NextEra Energy position peaked at $2.24M in Q3 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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