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Indiana Trust & Investment Management’s NextEra Energy NEE Stock Holding History

Indiana Trust & Investment 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 		$1.17M Buy
13,372
+68
+0.5% +$6.15K 0.32% 54
2026
Q1 		$1.24M Sell
13,304
-1,220
-8% -$108K 0.38% 48
2025
Q4 		$1.17M Sell
14,524
-95
-0.6% -$7.87K 0.34% 57
2025
Q3 		$1.1M Sell
14,619
-250
-2% -$18.3K 0.34% 58
2025
Q2 		$1.03M Buy
14,869
+174
+1% +$12.1K 0.34% 59
2025
Q1 		$1.04M Buy
14,695
+135
+0.9% +$9.53K 0.38% 61
2024
Q4 		$1.04M Buy
14,560
+3,453
+31% +$268K 0.36% 61
2024
Q3 		$939K Sell
11,107
-817
-7% -$63.8K 0.32% 67
2024
Q2 		$844K Sell
11,924
-160
-1% -$11.4K 0.31% 62
2024
Q1 		$772K Buy
12,084
+120
+1% +$7.03K 0.31% 71
2023
Q4 		$727K Sell
11,964
-216
-2% -$12.3K 0.33% 70
2023
Q3 		$698K Sell
12,180
-30
-0.2% -$2.08K 0.35% 68
2023
Q2 		$906K Sell
12,210
-743
-6% -$56.3K 0.46% 44
2023
Q1 		$998K Sell
12,953
-250
-2% -$19.2K 0.54% 40
2022
Q4 		$1.1K Hold
13,203
– – 0.62% 39
2022
Q3 		$1.03M Sell
13,203
-165
-1% -$14K 0.63% 34
2022
Q2 		$1.03M Sell
13,368
-69
-0.5% -$5.25K 0.58% 36
2022
Q1 		$1.14M Sell
13,437
-770
-5% -$61.7K 0.55% 37
2021
Q4 		$1.33M Sell
14,207
-100
-0.7% -$8.64K 0.61% 36
2021
Q3 		$1.12M Sell
14,307
-1,529
-10% -$123K 0.57% 36
2021
Q2 		$1.22M Buy
15,836
+954
+6% +$71.6K 0.67% 34
2021
Q1 		$1.13M Sell
14,882
-954
-6% -$74.5K 0.6% 36
2020
Q4 		$1.22M Sell
15,836
-1,176
-7% -$88K 0.67% 34
2020
Q3 		$1.18M Sell
17,012
-960
-5% -$66.3K 0.7% 33
2020
Q2 		$1.08M Sell
17,972
-32
-0.2% -$1.92K 0.67% 32
2020
Q1 		$1.08M Sell
18,004
-408
-2% -$25.6K 0.77% 28
2019
Q4 		$1.11M Hold
18,412
– – 0.62% 37
2019
Q3 		$1.07M Sell
18,412
-1,160
-6% -$62.8K 0.6% 40
2019
Q2 		$1M Sell
19,572
-4,000
-17% -$197K 0.55% 44
2019
Q1 		$1.14M Buy
23,572
+200
+0.9% +$9.14K 0.59% 43
2018
Q4 		$1.02M Buy
23,372
+340
+1% +$14.9K 0.57% 41
2018
Q3 		$965K Sell
23,032
-520
-2% -$22.1K 0.44% 51
2018
Q2 		$983K Sell
23,552
-460
-2% -$18.6K 0.47% 46
2018
Q1 		$980K Sell
24,012
-400
-2% -$15.4K 0.46% 50
2017
Q4 		$953K Sell
24,412
-200
-0.8% -$7.72K 0.44% 51
2017
Q3 		$902K Hold
24,612
– – 0.43% 51
2017
Q2 		$862K Sell
24,612
-1,132
-4% -$38.7K 0.42% 51
2017
Q1 		$826K Sell
25,744
-300
-1% -$9.43K 0.41% 56
2016
Q4 		$778K Sell
26,044
-540
-2% -$16.1K 0.4% 56
2016
Q3 		$813K Sell
26,584
-5,360
-17% -$169K 0.41% 55
2016
Q2 		$1.04M Sell
31,944
-440
-1% -$13.2K 0.52% 48
2016
Q1 		$958K Sell
32,384
-5,420
-14% -$152K 0.51% 50
2015
Q4 		$1M Buy
37,804
+4,620
+14% +$117K 0.52% 57
2015
Q3 		$809K Sell
33,184
-540
-2% -$13.7K 0.46% 54
2015
Q2 		$826K Hold
33,724
– – 0.43% 60
2015
Q1 		$877K Sell
33,724
-4,080
-11% -$108K 0.44% 56
2014
Q4 		$1M Sell
37,804
-1,908
-5% -$48.2K 0.52% 57
2014
Q3 		$932K Sell
39,712
-280
-0.7% -$6.76K 0.49% 60
2014
Q2 		$1.02M Buy
39,992
+3,200
+9% +$77.8K 0.59% 52
2014
Q1 		$880K Sell
36,792
-700
-2% -$15.9K 0.55% 57
2013
Q4 		$803K Sell
37,492
-240
-0.6% -$5.06K 0.46% 58
2013
Q3 		$756K Sell
37,732
-55,636
-60% -$1.15M 0.46% 57
2013
Q2 		$1.9M Buy
+93,368
New +$1.85M 1.57% 19

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
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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Indiana Trust & Investment Management's NEE Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its NextEra Energy (NEE) stake by 0.51% in Q2 2026, buying an estimated $6.15K and bringing the position to 13,372 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #54.

Indiana Trust & Investment Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.9M in Q2 2013. 1,341 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Indiana Trust & Investment Management held 13,372 shares of NextEra Energy worth $1.17M as of Q2 2026.
  • Indiana Trust & Investment Management bought 68 NextEra Energy shares in Q2 2026, an estimated $6.15K.
  • NextEra Energy made up 0.32% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #54 holding.
  • Indiana Trust & Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Indiana Trust & Investment Management's NextEra Energy position peaked at $1.9M in Q2 2013.
  • 1,341 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.