Colonial Trust’s NextEra Energy NEE Stock Holding History

Colonial 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 Q1	$4.63M	Sell	49,849 -637	-1%	-$56.6K	0.63%	47
2025 Q4	$4.05M	Buy	50,486 +1,250	+3%	+$104K	0.54%	53
2025 Q3	$3.72M	Buy	49,236 +15	+0%	+$1.1K	0.5%	58
2025 Q2	$3.42M	Buy	49,221 +2,339	+5%	+$162K	0.5%	58
2025 Q1	$3.32M	Sell	46,882 -2,863	-6%	-$202K	0.52%	56
2024 Q4	$3.57M	Buy	49,745 +2,024	+4%	+$157K	0.53%	56
2024 Q3	$4.03M	Buy	47,721 +5,394	+13%	+$421K	0.62%	49
2024 Q2	$3M	Buy	42,327 +3,702	+10%	+$263K	0.53%	55
2024 Q1	$2.47M	Buy	38,625 +3,456	+10%	+$202K	0.46%	61
2023 Q4	$2.14M	Buy	35,169 +9,351	+36%	+$533K	0.45%	58
2023 Q3	$1.48M	Buy	25,818 +18,998	+279%	+$1.32M	0.37%	68
2023 Q2	$506K	Buy	6,820 +77	+1%	+$5.83K	0.12%	131
2023 Q1	$520K	Buy	6,743 +822	+14%	+$63.2K	0.13%	130
2022 Q4	$495K	Hold	5,921	–	–	0.14%	123
2022 Q3	$464K	Buy	+5,921	New	+$502K	0.15%	129

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

Colonial Trust's NEE Position: Q1 2026 in Review

Colonial Trust reduced its NextEra Energy (NEE) stake by 1.3% in Q1 2026, selling an estimated $56.6K and leaving 49,849 shares worth $4.63M. The position accounts for 0.63% of the portfolio, ranked #47.

Colonial Trust first reported a position in NEE in Q3 2022 and has held it in 15 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Colonial Trust held 49,849 shares of NextEra Energy worth $4.63M as of Q1 2026.
Colonial Trust sold 637 NextEra Energy shares in Q1 2026, an estimated $56.6K.
NextEra Energy made up 0.63% of Colonial Trust's portfolio in Q1 2026, its #47 holding.
Colonial Trust first reported a position in NextEra Energy in Q3 2022 and has held it in 15 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.