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Chicago Trust’s NextEra Energy NEE Stock Holding History

Chicago 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 		$1.9M Sell
21,675
-2,381
-10% -$215K 0.28% 86
2026
Q1 		$2.23M Sell
24,056
-1,096
-4% -$97.4K 0.36% 65
2025
Q4 		$2.02M Sell
25,152
-1,210
-5% -$100K 0.32% 69
2025
Q3 		$1.99M Buy
26,362
+1,680
+7% +$123K 0.28% 76
2025
Q2 		$1.71M Buy
24,682
+5,928
+32% +$412K 0.24% 88
2025
Q1 		$1.33M Sell
18,754
-1,176
-6% -$83K 0.24% 100
2024
Q4 		$1.43M Sell
19,930
-1,928
-9% -$150K 0.25% 93
2024
Q3 		$1.85M Buy
21,858
+2,005
+10% +$156K 0.32% 81
2024
Q2 		$1.41M Buy
19,853
+477
+2% +$33.8K 0.29% 86
2024
Q1 		$1.24M Buy
19,376
+4,159
+27% +$244K 0.26% 92
2023
Q4 		$924K Sell
15,217
-899
-6% -$51.2K 0.21% 116
2023
Q3 		$923K Sell
16,116
-305
-2% -$21.1K 0.23% 112
2023
Q2 		$1.22M Buy
16,421
+233
+1% +$17.6K 0.29% 90
2023
Q1 		$1.25M Sell
16,188
-1,029
-6% -$79.1K 0.31% 85
2022
Q4 		$1.44M Sell
17,217
-696
-4% -$56.2K 0.36% 71
2022
Q3 		$1.41M Sell
17,913
-1,092
-6% -$92.6K 0.36% 72
2022
Q2 		$1.47M Buy
19,005
+1,272
+7% +$96.8K 0.37% 74
2022
Q1 		$1.5M Buy
17,733
+1,590
+10% +$127K 0.32% 85
2021
Q4 		$1.51M Buy
16,143
+559
+4% +$48.3K 0.3% 92
2021
Q3 		$1.22M Buy
15,584
+1,325
+9% +$107K 0.27% 102
2021
Q2 		$1.04M Buy
14,259
+76
+0.5% +$5.7K 0.25% 111
2021
Q1 		$1.07M Sell
14,183
-937
-6% -$73.1K 0.37% 77
2020
Q4 		$1.17M Sell
15,120
-212
-1% -$15.9K 0.4% 69
2020
Q3 		$1.06M Sell
15,332
-7,964
-34% -$550K 0.44% 64
2020
Q2 		$1.4M Buy
23,296
+4,000
+21% +$239K 0.62% 51
2020
Q1 		$1.16M Sell
19,296
-708
-4% -$44.5K 0.59% 52
2019
Q4 		$1.21M Sell
20,004
-108
-0.5% -$6.31K 0.49% 55
2019
Q3 		$1.17M Sell
20,112
-316
-2% -$17.1K 0.49% 60
2019
Q2 		$1.05K Buy
20,428
+4,272
+26% +$210K 0.45% 64
2019
Q1 		$781 Buy
16,156
+532
+3% +$24.3K 0.34% 80
2018
Q4 		$679 Buy
15,624
+2,468
+19% +$108K 0.32% 83
2018
Q3 		$551K Sell
13,156
-300
-2% -$12.8K 0.22% 100
2018
Q2 		$562K Sell
13,456
-500
-4% -$20.2K 0.24% 96
2018
Q1 		$570K Sell
13,956
-680
-5% -$26.2K 0.24% 94
2017
Q4 		$572K Buy
14,636
+896
+7% +$34.6K 0.23% 97
2017
Q3 		$503 Buy
13,740
+140
+1% +$5.13K 0.21% 99
2017
Q2 		$476 Sell
13,600
-860
-6% -$29.4K 0.21% 99
2017
Q1 		$464 Sell
14,460
-4,100
-22% -$129K 0.21% 103
2016
Q4 		$555K Sell
18,560
-2,500
-12% -$74.7K 0.24% 99
2016
Q3 		$644K Sell
21,060
-6,544
-24% -$206K 0.28% 93
2016
Q2 		$900K Sell
27,604
-3,056
-10% -$91.8K 0.37% 82
2016
Q1 		$907K Sell
30,660
-10,176
-25% -$286K 0.38% 80
2015
Q4 		$1.06M Sell
40,836
-6,620
-14% -$167K 0.41% 80
2015
Q3 		$1.16M Sell
47,456
-9,400
-17% -$239K 0.44% 74
2015
Q2 		$1.39M Sell
56,856
-5,700
-9% -$145K 0.49% 62
2015
Q1 		$1.63M Buy
+62,556
New +$1.65M 0.56% 58

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

Chicago Trust's NEE Position: Q2 2026 in Review

Chicago Trust reduced its NextEra Energy (NEE) stake by 9.9% in Q2 2026, selling an estimated $215K and leaving 21,675 shares worth $1.9M. The position accounts for 0.28% of the portfolio, ranked #86.

Chicago Trust first reported a position in NEE in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.23M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Chicago Trust held 21,675 shares of NextEra Energy worth $1.9M as of Q2 2026.
  • Chicago Trust sold 2,381 NextEra Energy shares in Q2 2026, an estimated $215K.
  • NextEra Energy made up 0.28% of Chicago Trust's portfolio in Q2 2026, its #86 holding.
  • Chicago Trust first reported a position in NextEra Energy in Q1 2015 and has held it in 46 quarters since.
  • Chicago Trust's NextEra Energy position peaked at $2.23M in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.