Cetera Trust Company’s NextEra Energy NEE Stock Holding History

Cetera Trust Company’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	$1.59M	Buy	18,075 +555	+3%	+$50.2K	0.8%	34
2026 Q1	$1.63M	Buy	17,520 +11,891	+211%	+$1.06M	0.92%	29
2025 Q4	$452K	Buy	5,629 +525	+10%	+$43.5K	0.24%	79
2025 Q3	$385K	Hold	5,104	–	–	0.22%	83
2025 Q2	$354K	Hold	5,104	–	–	0.21%	85
2025 Q1	$362K	Hold	5,104	–	–	0.23%	74
2024 Q4	$366K	Buy	5,104 +200	+4%	+$15.5K	0.24%	73
2024 Q3	$415K	Hold	4,904	–	–	0.25%	71
2024 Q2	$347K	Hold	4,904	–	–	0.22%	78
2024 Q1	$313K	Sell	4,904 -200	-4%	-$11.7K	0.19%	92
2023 Q4	$310K	Buy	+5,104	New	+$291K	0.19%	87

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

Cetera Trust Company's NEE Position: Q2 2026 in Review

Cetera Trust Company increased its NextEra Energy (NEE) stake by 3.2% in Q2 2026, buying an estimated $50.2K and bringing the position to 18,075 shares worth $1.59M. The position accounts for 0.8% of the portfolio, ranked #34.

Cetera Trust Company first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cetera Trust Company held 18,075 shares of NextEra Energy worth $1.59M as of Q2 2026.
Cetera Trust Company bought 555 NextEra Energy shares in Q2 2026, an estimated $50.2K.
NextEra Energy made up 0.8% of Cetera Trust Company's portfolio in Q2 2026, its #34 holding.
Cetera Trust Company first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Cetera Trust Company's NextEra Energy position peaked at $1.63M in Q1 2026.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.