Colonial Trust Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.49M | Buy |
91,432
+2,659
| +3% | +$236K | 0.66% | 48 |
|
|
2025
Q4 | $7.13M | Buy |
88,773
+1,830
| +2% | +$152K | 0.54% | 56 |
|
|
2025
Q3 | $6.56M | Buy |
86,943
+846
| +1% | +$61.8K | 0.51% | 57 |
|
|
2025
Q2 | $5.98M | Buy |
86,097
+1,056
| +1% | +$73.3K | 0.49% | 58 |
|
|
2025
Q1 | $6.03M | Buy |
85,041
+6,774
| +9% | +$478K | 0.54% | 56 |
|
|
2024
Q4 | $5.61M | Buy |
78,267
+719
| +0.9% | +$55.9K | 0.5% | 57 |
|
|
2024
Q3 | $6.56M | Buy |
77,548
+3,392
| +5% | +$265K | 0.57% | 51 |
|
|
2024
Q2 | $5.25M | Buy |
74,156
+4,008
| +6% | +$284K | 0.5% | 59 |
|
|
2024
Q1 | $4.48M | Buy |
70,148
+6,744
| +11% | +$395K | 0.44% | 63 |
|
|
2023
Q4 | $3.85M | Buy |
63,404
+5,858
| +10% | +$334K | 0.41% | 64 |
|
|
2023
Q3 | $3.3M | Buy |
57,546
+37,086
| +181% | +$2.57M | 0.38% | 68 |
|
|
2023
Q2 | $1.52M | Sell |
20,460
-1,007
| -5% | -$76.2K | 0.17% | 98 |
|
|
2023
Q1 | $1.65M | Sell |
21,467
-50
| -0.2% | -$3.85K | 0.19% | 94 |
|
|
2022
Q4 | $1.8M | Sell |
21,517
-2,519
| -10% | -$203K | 0.22% | 91 |
|
|
2022
Q3 | $1.89M | Buy |
24,036
+864
| +4% | +$73.3K | 0.26% | 85 |
|
|
2022
Q2 | $1.79M | Buy |
23,172
+1
| +0% | +$76 | 0.25% | 81 |
|
|
2022
Q1 | $1.96M | Buy |
23,171
+206
| +0.9% | +$16.5K | 0.23% | 83 |
|
|
2021
Q4 | $2.14M | Hold |
22,965
| – | – | 0.24% | 81 |
|
|
2021
Q3 | $1.8M | Sell |
22,965
-2,306
| -9% | -$186K | 0.22% | 83 |
|
|
2021
Q2 | $1.85M | Sell |
25,271
-2,400
| -9% | -$180K | 0.23% | 84 |
|
|
2021
Q1 | $2.09M | Sell |
27,671
-129
| -0.5% | -$10.1K | 0.27% | 76 |
|
|
2020
Q4 | $2.15M | Sell |
27,800
-440
| -2% | -$32.9K | 0.3% | 74 |
|
|
2020
Q3 | $1.96M | Sell |
28,240
-400
| -1% | -$27.6K | 0.31% | 73 |
|
|
2020
Q2 | $1.72M | Hold |
28,640
| – | – | 0.29% | 77 |
|
|
2020
Q1 | $1.72M | Sell |
28,640
-200
| -0.7% | -$12.6K | 0.36% | 69 |
|
|
2019
Q4 | $1.75M | Hold |
28,840
| – | – | 0.29% | 76 |
|
|
2019
Q3 | $1.68M | Buy |
28,840
+2,308
| +9% | +$125K | 0.3% | 73 |
|
|
2019
Q2 | $1.36M | Buy |
26,532
+40
| +0.2% | +$1.97K | 0.25% | 82 |
|
|
2019
Q1 | $1.28M | Buy |
26,492
+192
| +0.7% | +$8.78K | 0.24% | 82 |
|
|
2018
Q4 | $1.14M | Sell |
26,300
-1,192
| -4% | -$52.1K | 0.28% | 80 |
|
|
2018
Q3 | $1.15M | Sell |
27,492
-496
| -2% | -$21.1K | 0.22% | 94 |
|
|
2018
Q2 | $1.17M | Hold |
27,988
| – | – | 0.23% | 90 |
|
|
2018
Q1 | $1.14M | Sell |
27,988
-1,752
| -6% | -$67.6K | 0.23% | 91 |
|
|
2017
Q4 | $1.16M | Buy |
29,740
+1,452
| +5% | +$56.1K | 0.18% | 99 |
|
|
2017
Q3 | $1.04M | Hold |
28,288
| – | – | 0.23% | 93 |
|
|
2017
Q2 | $991K | Buy |
28,288
+8,216
| +41% | +$281K | 0.23% | 97 |
|
|
2017
Q1 | $676K | Hold |
20,072
| – | – | 0.21% | 92 |
|
|
2016
Q4 | $599K | Hold |
20,072
| – | – | 0.19% | 96 |
|
|
2016
Q3 | $614K | Hold |
20,072
| – | – | 0.19% | 96 |
|
|
2016
Q2 | $654K | Hold |
20,072
| – | – | 0.21% | 91 |
|
|
2016
Q1 | $594K | Hold |
20,072
| – | – | 0.19% | 94 |
|
|
2015
Q4 | $521K | Hold |
20,072
| – | – | 0.17% | 101 |
|
|
2015
Q3 | $490K | Sell |
20,072
-2,000
| -9% | -$50.9K | 0.16% | 102 |
|
|
2015
Q2 | $541K | Hold |
22,072
| – | – | 0.17% | 102 |
|
|
2015
Q1 | $574K | Sell |
22,072
-812
| -4% | -$21.4K | 0.18% | 101 |
|
|
2014
Q4 | $608K | Sell |
22,884
-1,000
| -4% | -$25.3K | 0.24% | 89 |
|
|
2014
Q3 | $561K | Sell |
23,884
-200
| -0.8% | -$4.83K | 0.17% | 98 |
|
|
2014
Q2 | $617K | Sell |
24,084
-4,000
| -14% | -$97.3K | 0.19% | 94 |
|
|
2014
Q1 | $671K | Sell |
28,084
-1,000
| -3% | -$22.7K | 0.21% | 85 |
|
|
2013
Q4 | $623K | Sell |
29,084
-148
| -0.5% | -$3.12K | 0.2% | 83 |
|
|
2013
Q3 | $586K | Sell |
29,232
-400
| -1% | -$8.26K | 0.2% | 83 |
|
|
2013
Q2 | $604K | Buy |
+29,632
| New | +$588K | 0.21% | 82 |
|
Other funds holding NEE
VCM
VPM
Colonial Trust Advisors's NEE Position: Q1 2026 in Review
Colonial Trust Advisors increased its NextEra Energy (NEE) stake by 3% in Q1 2026, buying an estimated $236K and bringing the position to 91,432 shares worth $8.49M. The position accounts for 0.66% of the portfolio, ranked #48.
Colonial Trust Advisors first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Colonial Trust Advisors held 91,432 shares of NextEra Energy worth $8.49M as of Q1 2026.
- Colonial Trust Advisors bought 2,659 NextEra Energy shares in Q1 2026, an estimated $236K.
- NextEra Energy made up 0.66% of Colonial Trust Advisors's portfolio in Q1 2026, its #48 holding.
- Colonial Trust Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.