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Global Trust Wealth Management’s NextEra Energy NEE Stock Holding History

Global Trust Wealth Management’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 		$1.34M Buy
15,303
+3,516
+30% +$318K 0.93% 38
2026
Q1 		$1.09M Buy
11,787
+2,316
+24% +$206K 0.83% 36
2025
Q4 		$760K Buy
+9,471
New +$784K 0.56% 41

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Global Trust Wealth Management's NEE Position: Q2 2026 in Review

Global Trust Wealth Management increased its NextEra Energy (NEE) stake by 30% in Q2 2026, buying an estimated $318K and bringing the position to 15,303 shares worth $1.34M. The position accounts for 0.93% of the portfolio, ranked #38.

Global Trust Wealth Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Global Trust Wealth Management held 15,303 shares of NextEra Energy worth $1.34M as of Q2 2026.
  • Global Trust Wealth Management bought 3,516 NextEra Energy shares in Q2 2026, an estimated $318K.
  • NextEra Energy made up 0.93% of Global Trust Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Global Trust Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.