Fiduciary Trust’s NextEra Energy NEE Stock Holding History

Fiduciary 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	$26.9M	Sell	289,287 -8,958	-3%	-$796K	0.32%	54
2025 Q4	$23.9M	Sell	298,245 -11,517	-4%	-$954K	0.27%	57
2025 Q3	$23.4M	Buy	309,762 +5,914	+2%	+$432K	0.26%	57
2025 Q2	$21.1M	Buy	303,848 +8,682	+3%	+$603K	0.26%	58
2025 Q1	$20.9M	Buy	295,166 +2,697	+0.9%	+$190K	0.27%	59
2024 Q4	$21M	Sell	292,469 -3,154	-1%	-$245K	0.28%	60
2024 Q3	$25M	Buy	295,623 +4,105	+1%	+$320K	0.35%	49
2024 Q2	$20.6M	Buy	291,518 +1,973	+0.7%	+$140K	0.31%	55
2024 Q1	$18.5M	Buy	289,545 +202	+0.1%	+$11.8K	0.28%	61
2023 Q4	$17.6M	Sell	289,343 -17,621	-6%	-$1M	0.29%	58
2023 Q3	$17.6M	Buy	306,964 +17,286	+6%	+$1.2M	0.32%	56
2023 Q2	$21.5M	Sell	289,678 -7,776	-3%	-$589K	0.38%	52
2023 Q1	$22.9M	Buy	297,454 +11,306	+4%	+$869K	0.43%	50
2022 Q4	$23.9M	Sell	286,148 -7,627	-3%	-$616K	0.47%	45
2022 Q3	$23M	Buy	293,775 +4,979	+2%	+$422K	0.5%	42
2022 Q2	$22.4M	Sell	288,796 -6,016	-2%	-$458K	0.47%	46
2022 Q1	$25M	Sell	294,812 -10,225	-3%	-$819K	0.45%	47
2021 Q4	$28.5M	Sell	305,037 -11,157	-4%	-$964K	0.47%	43
2021 Q3	$24.8M	Sell	316,194 -3,063	-1%	-$247K	0.44%	43
2021 Q2	$23.4M	Sell	319,257 -3,306	-1%	-$248K	0.45%	45
2021 Q1	$24.4M	Buy	322,563 +5,608	+2%	+$438K	0.49%	42
2020 Q4	$24.5M	Buy	316,955 +39,647	+14%	+$2.97M	0.51%	42
2020 Q3	$19.2M	Buy	277,308 +8,140	+3%	+$562K	0.45%	47
2020 Q2	$16.2M	Buy	269,168 +5,696	+2%	+$341K	0.4%	57
2020 Q1	$15.8M	Sell	263,472 -360	-0.1%	-$22.6K	0.46%	52
2019 Q4	$16M	Buy	263,832 +7,128	+3%	+$416K	0.37%	60
2019 Q3	$15M	Buy	256,704 +26,956	+12%	+$1.46M	0.38%	59
2019 Q2	$11.8M	Sell	229,748 -15,732	-6%	-$774K	0.31%	74
2019 Q1	$11.9M	Sell	245,480 -11,004	-4%	-$503K	0.32%	72
2018 Q4	$11.1M	Buy	256,484 +3,368	+1%	+$147K	0.34%	73
2018 Q3	$10.6M	Sell	253,116 -1,932	-0.8%	-$82.2K	0.3%	82
2018 Q2	$10.7M	Sell	255,048 -7,260	-3%	-$293K	0.32%	80
2018 Q1	$10.7M	Sell	262,308 -728	-0.3%	-$28.1K	0.33%	80
2017 Q4	$10.3M	Sell	263,036 -4,520	-2%	-$175K	0.31%	84
2017 Q3	$9.8M	Sell	267,556 -8,124	-3%	-$298K	0.3%	82
2017 Q2	$9.66M	Sell	275,680 -10,400	-4%	-$355K	0.3%	82
2017 Q1	$9.18M	Sell	286,080 -7,996	-3%	-$251K	0.28%	88
2016 Q4	$8.78M	Sell	294,076 -23,200	-7%	-$693K	0.28%	88
2016 Q3	$9.7M	Sell	317,276 -932	-0.3%	-$29.4K	0.33%	76
2016 Q2	$10.4M	Sell	318,208 -1,000	-0.3%	-$30K	0.36%	74
2016 Q1	$9.44M	Buy	319,208 +30,632	+11%	+$860K	0.33%	76
2015 Q4	$7.5M	Buy	288,576 +3,232	+1%	+$81.8K	0.32%	77
2015 Q3	$6.96M	Sell	285,344 -3,212	-1%	-$81.7K	0.31%	80
2015 Q2	$7.07M	Buy	288,556 +37,928	+15%	+$964K	0.29%	83
2015 Q1	$6.52M	Sell	250,628 -1,712	-0.7%	-$45.2K	0.27%	89
2014 Q4	$6.71M	Buy	252,340 +7,920	+3%	+$200K	0.28%	82
2014 Q3	$5.74M	Sell	244,420 -1,688	-0.7%	-$40.8K	0.25%	93
2014 Q2	$6.3M	Sell	246,108 -3,384	-1%	-$82.3K	0.27%	86
2014 Q1	$5.96M	Buy	249,492 +1,800	+0.7%	+$40.8K	0.26%	86
2013 Q4	$5.3M	Sell	247,692 -44	-0%	-$928	0.23%	90
2013 Q3	$4.96M	Sell	247,736 -4,480	-2%	-$92.5K	0.23%	93
2013 Q2	$5.14M	Buy	+252,216	New	+$5M	0.24%	91

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

Fiduciary Trust's NEE Position: Q1 2026 in Review

Fiduciary Trust reduced its NextEra Energy (NEE) stake by 3% in Q1 2026, selling an estimated $796K and leaving 289,287 shares worth $26.9M. The position accounts for 0.32% of the portfolio, ranked #54.

Fiduciary Trust first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.5M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fiduciary Trust held 289,287 shares of NextEra Energy worth $26.9M as of Q1 2026.
Fiduciary Trust sold 8,958 NextEra Energy shares in Q1 2026, an estimated $796K.
NextEra Energy made up 0.32% of Fiduciary Trust's portfolio in Q1 2026, its #54 holding.
Fiduciary Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Fiduciary Trust's NextEra Energy position peaked at $28.5M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.