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Blue Trust Inc’s NextEra Energy NEE Stock Holding History

Blue Trust Inc’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 		$2.94M Buy
33,463
+130
+0.4% +$11.8K 0.03% 153
2026
Q1 		$3.1M Sell
33,333
-4,814
-13% -$428K 0.04% 139
2025
Q4 		$3.06M Sell
38,147
-5,474
-13% -$453K 0.03% 141
2025
Q3 		$3.29M Buy
43,621
+1,669
+4% +$122K 0.04% 132
2025
Q2 		$2.91M Buy
41,952
+1
+0% +$69 0.03% 136
2025
Q1 		$2.97M Buy
41,951
+4,518
+12% +$319K 0.04% 122
2024
Q4 		$2.68M Buy
37,433
+559
+2% +$43.4K 0.03% 128
2024
Q3 		$2.61M Buy
36,874
+10,961
+42% +$855K 0.03% 128
2024
Q2 		$1.66M Buy
25,913
+4,196
+19% +$298K 0.02% 152
2024
Q1 		$1.39M Buy
21,717
+489
+2% +$28.6K 0.02% 153
2023
Q4 		$1.22M Sell
21,228
-2,233
-10% -$127K 0.02% 149
2023
Q3 		$1.74M Buy
23,461
+4,661
+25% +$323K 0.03% 124
2023
Q2 		$1.45M Sell
18,800
-13,657
-42% -$1.03M 0.02% 133
2023
Q1 		$2.71M Sell
32,457
-13,892
-30% -$1.07M 0.04% 101
2022
Q4 		$3.63M Buy
46,349
+8,359
+22% +$675K 0.07% 77
2022
Q3 		$2.94M Buy
37,990
+2,258
+6% +$192K 0.05% 78
2022
Q2 		$3.03M Buy
+35,732
New +$2.72M 0.05% 80

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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

Blue Trust Inc's NEE Position: Q2 2026 in Review

Blue Trust Inc increased its NextEra Energy (NEE) stake by 0.39% in Q2 2026, buying an estimated $11.8K and bringing the position to 33,463 shares worth $2.94M. The position accounts for 0.03% of the portfolio, ranked #153.

Blue Trust Inc first reported a position in NEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.63M in Q4 2022. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Blue Trust Inc held 33,463 shares of NextEra Energy worth $2.94M as of Q2 2026.
  • Blue Trust Inc bought 130 NextEra Energy shares in Q2 2026, an estimated $11.8K.
  • NextEra Energy made up 0.03% of Blue Trust Inc's portfolio in Q2 2026, its #153 holding.
  • Blue Trust Inc first reported a position in NextEra Energy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's NextEra Energy position peaked at $3.63M in Q4 2022.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.