Kentucky Trust Company’s NextEra Energy NEE Stock Holding History

Kentucky 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	$1.03M	Buy	11,741 +6	+0.1%	+$543	0.5%	55
2026 Q1	$1.09M	Buy	11,735 +98	+0.8%	+$8.71K	0.57%	48
2025 Q4	$934K	Sell	11,637 -6	-0.1%	-$497	0.5%	57
2025 Q3	$879K	Sell	11,643 -1,000	-8%	-$73.1K	0.48%	57
2025 Q2	$878K	Hold	12,643	–	–	0.5%	55
2025 Q1	$896K	Buy	12,643 +70	+0.6%	+$4.94K	0.53%	53
2024 Q4	$901K	Buy	+12,573	New	+$977K	0.53%	54

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Kentucky Trust Company increased its NextEra Energy (NEE) stake by 0.05% in Q2 2026, buying an estimated $543 and bringing the position to 11,741 shares worth $1.03M. The position accounts for 0.5% of the portfolio, ranked #55.

Kentucky Trust Company first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Kentucky Trust Company held 11,741 shares of NextEra Energy worth $1.03M as of Q2 2026.
Kentucky Trust Company bought 6 NextEra Energy shares in Q2 2026, an estimated $543.
NextEra Energy made up 0.5% of Kentucky Trust Company's portfolio in Q2 2026, its #55 holding.
Kentucky Trust Company first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Kentucky Trust Company's NextEra Energy position peaked at $1.09M in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.