Canandaigua National Trust of Florida’s NextEra Energy NEE Stock Holding History

Canandaigua National Trust of Florida’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 Q1	$492K	Sell	5,295 -361	-6%	-$32.1K	0.39%	70
2025 Q4	$454K	Sell	5,656 -59	-1%	-$4.89K	0.28%	82
2025 Q3	$431K	Sell	5,715 -18	-0.3%	-$1.31K	0.34%	74
2025 Q2	$398K	Sell	5,733 -892	-13%	-$62K	0.28%	86
2025 Q1	$470K	Sell	6,625 -7,763	-54%	-$548K	0.41%	58
2024 Q4	$1.03M	Sell	14,388 -1,752	-11%	-$136K	0.8%	29
2024 Q3	$1.36M	Buy	+16,140	New	+$1.26M	1.17%	18

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canandaigua National Trust of Florida's NEE Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its NextEra Energy (NEE) stake by 6.4% in Q1 2026, selling an estimated $32.1K and leaving 5,295 shares worth $492K. The position accounts for 0.39% of the portfolio, ranked #70.

Canandaigua National Trust of Florida first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2024. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Canandaigua National Trust of Florida held 5,295 shares of NextEra Energy worth $492K as of Q1 2026.
Canandaigua National Trust of Florida sold 361 NextEra Energy shares in Q1 2026, an estimated $32.1K.
NextEra Energy made up 0.39% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #70 holding.
Canandaigua National Trust of Florida first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
Canandaigua National Trust of Florida's NextEra Energy position peaked at $1.36M in Q3 2024.
3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.