Community Trust & Investment’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
Q2 | $11.5M | Buy |
130,728
+404
| +0.3% | +$36.5K | 0.59% | 52 |
|
|
2026
Q1 | $12.1M | Buy |
130,324
+1,789
| +1% | +$159K | 0.66% | 53 |
|
|
2025
Q4 | $10.3M | Sell |
128,535
-1,775
| -1% | -$147K | 0.55% | 53 |
|
|
2025
Q3 | $9.84M | Buy |
130,310
+5,619
| +5% | +$411K | 0.53% | 56 |
|
|
2025
Q2 | $8.66M | Buy |
124,691
+2,171
| +2% | +$151K | 0.5% | 57 |
|
|
2025
Q1 | $8.69M | Sell |
122,520
-101
| -0.1% | -$7.13K | 0.56% | 56 |
|
|
2024
Q4 | $8.79M | Buy |
122,621
+1,626
| +1% | +$126K | 0.54% | 53 |
|
|
2024
Q3 | $10.2M | Sell |
120,995
-94
| -0.1% | -$7.34K | 0.65% | 51 |
|
|
2024
Q2 | $8.57M | Sell |
121,089
-5,111
| -4% | -$363K | 0.59% | 51 |
|
|
2024
Q1 | $8.07M | Buy |
126,200
+4,982
| +4% | +$292K | 0.57% | 53 |
|
|
2023
Q4 | $7.36M | Buy |
121,218
+9,777
| +9% | +$557K | 0.56% | 53 |
|
|
2023
Q3 | $6.38M | Buy |
111,441
+3,093
| +3% | +$214K | 0.53% | 55 |
|
|
2023
Q2 | $8.04M | Buy |
108,348
+2,002
| +2% | +$152K | 0.64% | 57 |
|
|
2023
Q1 | $8.2M | Buy |
106,346
+2,768
| +3% | +$213K | 0.71% | 53 |
|
|
2022
Q4 | $8.66M | Sell |
103,578
-1,400
| -1% | -$113K | 0.79% | 50 |
|
|
2022
Q3 | $8.23M | Buy |
104,978
+861
| +0.8% | +$73K | 0.79% | 51 |
|
|
2022
Q2 | $8.06M | Buy |
104,117
+679
| +0.7% | +$51.7K | 0.74% | 52 |
|
|
2022
Q1 | $8.76M | Buy |
103,438
+2,995
| +3% | +$240K | 0.77% | 51 |
|
|
2021
Q4 | $9.38M | Buy |
100,443
+1,726
| +2% | +$149K | 0.72% | 49 |
|
|
2021
Q3 | $7.75M | Buy |
98,717
+21,199
| +27% | +$1.71M | 0.65% | 51 |
|
|
2021
Q2 | $5.68M | Buy |
77,518
+13,119
| +20% | +$985K | 0.52% | 50 |
|
|
2021
Q1 | $4.87M | Buy |
64,399
+57,482
| +831% | +$4.49M | 0.48% | 52 |
|
|
2020
Q4 | $534K | Buy |
6,917
+1,621
| +31% | +$121K | 0.05% | 61 |
|
|
2020
Q3 | $367K | Buy |
5,296
+488
| +10% | +$33.7K | 0.04% | 60 |
|
|
2020
Q2 | $288K | Buy |
4,808
+224
| +5% | +$13.4K | 0.03% | 59 |
|
|
2020
Q1 | $276K | Hold |
4,584
| – | – | 0.04% | 60 |
|
|
2019
Q4 | $277K | Sell |
4,584
-28
| -0.6% | -$1.64K | 0.03% | 58 |
|
|
2019
Q3 | $269K | Buy |
4,612
+328
| +8% | +$17.8K | 0.03% | 58 |
|
|
2019
Q2 | $219K | Buy |
4,284
+24
| +0.6% | +$1.18K | 0.03% | 59 |
|
|
2019
Q1 | $206K | Buy |
+4,260
| New | +$195K | 0.03% | 62 |
|
|
2018
Q4 | – | Sell |
-5,416
| Closed | -$227K | – | 64 |
|
|
2018
Q3 | $227K | Buy |
+5,416
| New | +$231K | 0.03% | 57 |
|
Other funds holding NEE
Community Trust & Investment's NEE Position: Q2 2026 in Review
Community Trust & Investment increased its NextEra Energy (NEE) stake by 0.31% in Q2 2026, buying an estimated $36.5K and bringing the position to 130,728 shares worth $11.5M. The position accounts for 0.59% of the portfolio, ranked #52.
Community Trust & Investment first reported a position in NEE in Q3 2018 and has held it in 31 quarters since. The position peaked at $12.1M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Community Trust & Investment held 130,728 shares of NextEra Energy worth $11.5M as of Q2 2026.
- Community Trust & Investment bought 404 NextEra Energy shares in Q2 2026, an estimated $36.5K.
- NextEra Energy made up 0.59% of Community Trust & Investment's portfolio in Q2 2026, its #52 holding.
- Community Trust & Investment first reported a position in NextEra Energy in Q3 2018 and has held it in 31 quarters since.
- Community Trust & Investment's NextEra Energy position peaked at $12.1M in Q1 2026.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Community Trust & Investment's 13F filing for Q2 2026, filed 8 Jul 2026.