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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
Q2 		$15.5M Buy
177,000
+30,321
+21% +$2.74M 2.14% 9
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Inspire Trust Company's NEE Position: Q2 2026 in Review

Inspire Trust Company increased its NextEra Energy (NEE) stake by 21% in Q2 2026, buying an estimated $2.74M and bringing the position to 177,000 shares worth $15.5M. The position accounts for 2.14% of the portfolio, ranked #9.

Inspire Trust Company first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Inspire Trust Company held 177,000 shares of NextEra Energy worth $15.5M as of Q2 2026.
  • Inspire Trust Company bought 30,321 NextEra Energy shares in Q2 2026, an estimated $2.74M.
  • NextEra Energy made up 2.14% of Inspire Trust Company's portfolio in Q2 2026, its #9 holding.
  • Inspire Trust Company first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.