CTI
NEE icon

Community Trust & Investment’s NextEra Energy NEE Stock Holding History

Community Trust & Investment’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 		$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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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. 1,177 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.
  • 1,177 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.