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Greenleaf Trust’s NextEra Energy NEE Stock Holding History

Greenleaf 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 		$8.28M Sell
94,364
-5,182
-5% -$469K 0.08% 79
2026
Q1 		$9.25M Buy
99,546
+4,601
+5% +$409K 0.09% 67
2025
Q4 		$7.62M Sell
94,945
-370
-0.4% -$30.6K 0.07% 77
2025
Q3 		$7.2M Sell
95,315
-19,298
-17% -$1.41M 0.07% 73
2025
Q2 		$7.96M Sell
114,613
-17,910
-14% -$1.24M 0.07% 74
2025
Q1 		$9.39M Buy
132,523
+1,817
+1% +$128K 0.09% 74
2024
Q4 		$9.37M Buy
130,706
+4,135
+3% +$321K 0.09% 71
2024
Q3 		$10.7M Buy
126,571
+1,774
+1% +$138K 0.1% 66
2024
Q2 		$8.84M Buy
124,797
+3,146
+3% +$223K 0.08% 70
2024
Q1 		$7.77M Buy
121,651
+10,869
+10% +$637K 0.07% 81
2023
Q4 		$6.73M Buy
110,782
+6,350
+6% +$362K 0.07% 84
2023
Q3 		$5.98M Sell
104,432
-2,418
-2% -$167K 0.07% 78
2023
Q2 		$7.93M Sell
106,850
-994
-0.9% -$75.3K 0.08% 69
2023
Q1 		$8.31M Sell
107,844
-10,984
-9% -$845K 0.09% 67
2022
Q4 		$9.93M Sell
118,828
-2,663
-2% -$215K 0.13% 56
2022
Q3 		$9.53M Buy
121,491
+5,628
+5% +$477K 0.14% 52
2022
Q2 		$8.97M Buy
115,863
+2,530
+2% +$193K 0.14% 46
2022
Q1 		$9.6M Sell
113,333
-3,987
-3% -$320K 0.11% 46
2021
Q4 		$11M Buy
117,320
+3,826
+3% +$331K 0.13% 42
2021
Q3 		$8.91M Sell
113,494
-14,665
-11% -$1.18M 0.11% 49
2021
Q2 		$9.39M Buy
128,159
+40,301
+46% +$3.02M 0.12% 45
2021
Q1 		$6.64M Buy
87,858
+1,812
+2% +$141K 0.09% 54
2020
Q4 		$6.64M Buy
86,046
+8,378
+11% +$627K 0.09% 50
2020
Q3 		$5.39M Buy
77,668
+84
+0.1% +$5.8K 0.08% 52
2020
Q2 		$4.66M Sell
77,584
-33,392
-30% -$2M 0.08% 55
2020
Q1 		$6.68M Buy
110,976
+17,532
+19% +$1.1M 0.13% 38
2019
Q4 		$5.66M Buy
93,444
+5,340
+6% +$312K 0.09% 55
2019
Q3 		$5.13M Buy
88,104
+328
+0.4% +$17.8K 0.08% 54
2019
Q2 		$4.5M Buy
87,776
+416
+0.5% +$20.5K 0.07% 58
2019
Q1 		$4.22M Buy
87,360
+2,768
+3% +$127K 0.07% 59
2018
Q4 		$3.68M Buy
84,592
+1,928
+2% +$84.3K 0.07% 59
2018
Q3 		$3.46M Buy
82,664
+104
+0.1% +$4.43K 0.06% 68
2018
Q2 		$3.45M Sell
82,560
-1,048
-1% -$42.3K 0.07% 66
2018
Q1 		$3.41M Sell
83,608
-1,152
-1% -$44.4K 0.07% 68
2017
Q4 		$3.31M Sell
84,760
-185,208
-69% -$7.15M 0.07% 74
2017
Q3 		$9.89M Sell
269,968
-8,572
-3% -$314K 0.22% 19
2017
Q2 		$9.76M Sell
278,540
-32,192
-10% -$1.1M 0.22% 20
2017
Q1 		$9.97M Sell
310,732
-63,212
-17% -$1.99M 0.24% 22
2016
Q4 		$11.2M Sell
373,944
-15,520
-4% -$464K 0.29% 20
2016
Q3 		$11.9M Buy
389,464
+1,116
+0.3% +$35.2K 0.31% 17
2016
Q2 		$12.7M Sell
388,348
-46,020
-11% -$1.38M 0.32% 12
2016
Q1 		$12.9M Buy
434,368
+407,980
+1,546% +$11.5M 0.35% 21
2015
Q4 		$685K Buy
26,388
+800
+3% +$20.2K 0.02% 98
2015
Q3 		$624K Hold
25,588
– – 0.02% 95
2015
Q2 		$627K Sell
25,588
-1,400
-5% -$35.6K 0.02% 99
2015
Q1 		$702K Buy
26,988
+1,856
+7% +$49K 0.02% 97
2014
Q4 		$668K Buy
25,132
+200
+0.8% +$5.05K 0.02% 100
2014
Q3 		$585K Sell
24,932
-500
-2% -$12.1K 0.02% 102
2014
Q2 		$641K Sell
25,432
-389,072
-94% -$9.46M 0.02% 101
2014
Q1 		$9.91M Sell
414,504
-19,776
-5% -$448K 0.32% 33
2013
Q4 		$9.3M Sell
434,280
-5,016
-1% -$106K 0.32% 33
2013
Q3 		$8.8M Sell
439,296
-14,460
-3% -$298K 0.33% 30
2013
Q2 		$9.24M Buy
+453,756
New +$9M 0.36% 27

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

Greenleaf Trust's NEE Position: Q2 2026 in Review

Greenleaf Trust reduced its NextEra Energy (NEE) stake by 5.2% in Q2 2026, selling an estimated $469K and leaving 94,364 shares worth $8.28M. The position accounts for 0.08% of the portfolio, ranked #79.

Greenleaf Trust first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.9M in Q1 2016. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Greenleaf Trust held 94,364 shares of NextEra Energy worth $8.28M as of Q2 2026.
  • Greenleaf Trust sold 5,182 NextEra Energy shares in Q2 2026, an estimated $469K.
  • NextEra Energy made up 0.08% of Greenleaf Trust's portfolio in Q2 2026, its #79 holding.
  • Greenleaf Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Greenleaf Trust's NextEra Energy position peaked at $12.9M in Q1 2016.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.