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Diversified Trust’s NextEra Energy NEE Stock Holding History

Diversified 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 		$4.18M Sell
47,625
-7,886
-14% -$713K 0.07% 154
2026
Q1 		$5.16M Buy
55,511
+10,280
+23% +$914K 0.1% 120
2025
Q4 		$3.63M Buy
45,231
+13,266
+42% +$1.1M 0.07% 151
2025
Q3 		$2.41M Sell
31,965
-4,318
-12% -$315K 0.05% 215
2025
Q2 		$2.52M Sell
36,283
-1,157
-3% -$80.4K 0.06% 196
2025
Q1 		$2.65M Buy
37,440
+4,986
+15% +$352K 0.07% 171
2024
Q4 		$2.33M Buy
32,454
+1,652
+5% +$128K 0.06% 199
2024
Q3 		$2.6M Buy
30,802
+3,417
+12% +$267K 0.07% 186
2024
Q2 		$1.94M Buy
27,385
+489
+2% +$34.7K 0.05% 212
2024
Q1 		$1.72M Sell
26,896
-18,973
-41% -$1.11M 0.05% 216
2023
Q4 		$2.79M Sell
45,869
-4,278
-9% -$244K 0.09% 122
2023
Q3 		$2.87M Buy
50,147
+4,447
+10% +$308K 0.11% 108
2023
Q2 		$3.39M Sell
45,700
-399
-0.9% -$30.2K 0.12% 97
2023
Q1 		$3.55M Buy
46,099
+4,573
+11% +$352K 0.14% 91
2022
Q4 		$3.47M Buy
41,526
+12,877
+45% +$1.04M 0.14% 88
2022
Q3 		$2.25M Buy
28,649
+10,861
+61% +$921K 0.1% 104
2022
Q2 		$1.38M Buy
17,788
+380
+2% +$28.9K 0.06% 166
2022
Q1 		$1.48M Sell
17,408
-117
-0.7% -$9.38K 0.05% 185
2021
Q4 		$1.64M Sell
17,525
-1,073
-6% -$92.7K 0.05% 179
2021
Q3 		$1.46M Buy
18,598
+1,953
+12% +$158K 0.05% 176
2021
Q2 		$1.22M Sell
16,645
-7,336
-31% -$551K 0.04% 204
2021
Q1 		$1.81M Buy
23,981
+3,239
+16% +$253K 0.07% 137
2020
Q4 		$1.6M Sell
20,742
-714
-3% -$53.4K 0.06% 143
2020
Q3 		$1.49M Buy
21,456
+6,612
+45% +$456K 0.07% 135
2020
Q2 		$891K Sell
14,844
-2,092
-12% -$125K 0.05% 172
2020
Q1 		$1.02M Sell
16,936
-192
-1% -$12.1K 0.06% 128
2019
Q4 		$1.04M Buy
17,128
+13,460
+367% +$786K 0.05% 140
2019
Q3 		$214K Buy
+3,668
New +$199K 0.01% 326

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust's NEE Position: Q2 2026 in Review

Diversified Trust reduced its NextEra Energy (NEE) stake by 14% in Q2 2026, selling an estimated $713K and leaving 47,625 shares worth $4.18M. The position accounts for 0.07% of the portfolio, ranked #154.

Diversified Trust first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.16M in Q1 2026. 801 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Diversified Trust held 47,625 shares of NextEra Energy worth $4.18M as of Q2 2026.
  • Diversified Trust sold 7,886 NextEra Energy shares in Q2 2026, an estimated $713K.
  • NextEra Energy made up 0.07% of Diversified Trust's portfolio in Q2 2026, its #154 holding.
  • Diversified Trust first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
  • Diversified Trust's NextEra Energy position peaked at $5.16M in Q1 2026.
  • 801 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.