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Caldwell Trust’s NextEra Energy NEE Stock Holding History

Caldwell 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 		$15.3M Sell
173,793
-1,629
-0.9% -$147K 1.23% 18
2026
Q1 		$16.3M Sell
175,422
-1,704
-1% -$151K 1.46% 11
2025
Q4 		$14.2M Sell
177,126
-3,253
-2% -$269K 1.26% 14
2025
Q3 		$13.6M Sell
180,379
-3,460
-2% -$253K 1.27% 14
2025
Q2 		$12.8M Buy
183,839
+2,955
+2% +$205K 1.28% 14
2025
Q1 		$12.8M Sell
180,884
-7,097
-4% -$501K 1.38% 12
2024
Q4 		$13.5M Sell
187,981
-6,331
-3% -$492K 1.41% 11
2024
Q3 		$16.4M Sell
194,312
-3,983
-2% -$311K 1.72% 9
2024
Q2 		$14M Buy
198,295
+3,211
+2% +$228K 1.55% 10
2024
Q1 		$12.5M Sell
195,084
-12,795
-6% -$750K 1.45% 12
2023
Q4 		$12.6M Sell
207,879
-8,246
-4% -$470K 1.59% 10
2023
Q3 		$12.4M Sell
216,125
-6,443
-3% -$446K 1.69% 8
2023
Q2 		$16.5M Sell
222,568
-2,138
-1% -$162K 2.15% 8
2023
Q1 		$17.3M Sell
224,706
-1,977
-0.9% -$152K 2.4% 5
2022
Q4 		$19M Sell
226,683
-4,558
-2% -$368K 2.68% 5
2022
Q3 		$18.1M Sell
231,241
-2,659
-1% -$226K 2.69% 5
2022
Q2 		$18.1M Sell
233,900
-4,542
-2% -$346K 2.49% 5
2022
Q1 		$20.2M Buy
238,442
+6,802
+3% +$545K 2.41% 7
2021
Q4 		$21.6M Sell
231,640
-5,202
-2% -$450K 2.49% 8
2021
Q3 		$18.6M Sell
236,842
-8,873
-4% -$716K 2.35% 8
2021
Q2 		$18M Sell
245,715
-2,316
-0.9% -$174K 2.36% 8
2021
Q1 		$18.8M Sell
248,031
-589
-0.2% -$46K 2.62% 6
2020
Q4 		$19.2M Sell
248,620
-516
-0.2% -$38.6K 2.9% 5
2020
Q3 		$17.3M Sell
249,136
-7,932
-3% -$548K 2.84% 6
2020
Q2 		$15.4M Sell
257,068
-4,260
-2% -$255K 2.59% 6
2020
Q1 		$15.7M Sell
261,328
-5,720
-2% -$360K 2.98% 4
2019
Q4 		$16.2M Buy
+267,048
New +$15.6M 2.47% 3

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caldwell Trust's NEE Position: Q2 2026 in Review

Caldwell Trust reduced its NextEra Energy (NEE) stake by 0.93% in Q2 2026, selling an estimated $147K and leaving 173,793 shares worth $15.3M. The position accounts for 1.23% of the portfolio, ranked #18.

Caldwell Trust first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.6M in Q4 2021. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Caldwell Trust held 173,793 shares of NextEra Energy worth $15.3M as of Q2 2026.
  • Caldwell Trust sold 1,629 NextEra Energy shares in Q2 2026, an estimated $147K.
  • NextEra Energy made up 1.23% of Caldwell Trust's portfolio in Q2 2026, its #18 holding.
  • Caldwell Trust first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's NextEra Energy position peaked at $21.6M in Q4 2021.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.