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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cetera Trust Company's NEE Position: Q1 2026 in Review

Cetera Trust Company increased its NextEra Energy (NEE) stake by 211% in Q1 2026, buying an estimated $1.06M and bringing the position to 17,520 shares worth $1.63M. The position accounts for 0.92% of the portfolio, ranked #29.

Cetera Trust Company first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Cetera Trust Company held 17,520 shares of NextEra Energy worth $1.63M as of Q1 2026.
Cetera Trust Company bought 11,891 NextEra Energy shares in Q1 2026, an estimated $1.06M.
NextEra Energy made up 0.92% of Cetera Trust Company's portfolio in Q1 2026, its #29 holding.
Cetera Trust Company first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.