Inspire Trust Company’s NextEra Energy NEE Stock Holding History

Inspire Trust Company’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	$13.6M	Sell	146,679 -9,321	-6%	-$829K	2.1%	9
2025 Q4	$12.5M	Sell	156,000 -4,000	-3%	-$331K	2.06%	8
2025 Q3	$12.1M	Buy	160,000 +17,000	+12%	+$1.24M	2.2%	7
2025 Q2	$9.93M	Buy	143,000 +18,500	+15%	+$1.29M	2.05%	8
2025 Q1	$8.83M	Buy	124,500 +17,500	+16%	+$1.24M	2.1%	7
2024 Q4	$7.67M	Buy	107,000 +17,341	+19%	+$1.35M	1.96%	9
2024 Q3	$7.58M	Buy	89,659 +10,822	+14%	+$845K	2.09%	8
2024 Q2	$5.58M	Buy	78,837 +16,208	+26%	+$1.15M	1.84%	10
2024 Q1	$4M	Buy	62,629 +30,321	+94%	+$1.78M	2.24%	7
2023 Q4	$1.96M	Buy	+32,308	New	+$1.84M	2.02%	10

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

Inspire Trust Company's NEE Position: Q1 2026 in Review

Inspire Trust Company reduced its NextEra Energy (NEE) stake by 6% in Q1 2026, selling an estimated $829K and leaving 146,679 shares worth $13.6M. The position accounts for 2.1% of the portfolio, ranked #9.

Inspire Trust Company first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Inspire Trust Company held 146,679 shares of NextEra Energy worth $13.6M as of Q1 2026.
Inspire Trust Company sold 9,321 NextEra Energy shares in Q1 2026, an estimated $829K.
NextEra Energy made up 2.1% of Inspire Trust Company's portfolio in Q1 2026, its #9 holding.
Inspire Trust Company first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.