Laird Norton Wetherby Trust Company’s NextEra Energy NEE Stock Holding History

Laird Norton Wetherby 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	$8.44M	Sell	96,188 -2,387	-2%	-$216K	0.16%	94
2026 Q1	$9.16M	Sell	98,575 -5,811	-6%	-$517K	0.2%	76
2025 Q4	$8.38M	Buy	104,386 +66,681	+177%	+$5.52M	0.17%	86
2025 Q3	$2.85M	Hold	37,705	–	–	0.49%	34
2025 Q2	$2.62M	Sell	37,705 -3,466	-8%	-$241K	0.36%	33
2025 Q1	$2.92M	Hold	41,171	–	–	0.47%	30
2024 Q4	$2.95M	Hold	41,171	–	–	0.4%	32
2024 Q3	$3.48M	Hold	41,171	–	–	0.46%	31
2024 Q2	$2.92M	Hold	41,171	–	–	0.41%	32
2024 Q1	$2.63M	Hold	41,171	–	–	0.36%	38
2023 Q4	$2.5M	Buy	41,171 +37,177	+931%	+$2.12M	0.3%	40
2023 Q3	$229K	Hold	3,994	–	–	0.03%	104
2023 Q2	$296K	Hold	3,994	–	–	0.03%	88
2023 Q1	$308K	Hold	3,994	–	–	0.04%	83
2022 Q4	$334K	Buy	+3,994	New	+$323K	0.05%	75
2022 Q3	–	Sell	-4,443	Closed	-$344K	–	104
2022 Q2	$344K	Sell	4,443 -2,815	-39%	-$214K	0.04%	79
2022 Q1	$614K	Sell	7,258 -324	-4%	-$26K	0.06%	95
2021 Q4	$707K	Buy	7,582 +896	+13%	+$77.4K	0.07%	87
2021 Q3	$524K	Buy	6,686 +252	+4%	+$20.3K	0.05%	93
2021 Q2	$471K	Sell	6,434 -1,977	-24%	-$148K	0.05%	92
2021 Q1	$648K	Sell	8,411 -17	-0.2%	-$1.33K	0.07%	75
2020 Q4	$650K	Buy	+8,428	New	+$630K	0.07%	72

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laird Norton Wetherby Trust Company's NEE Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its NextEra Energy (NEE) stake by 2.4% in Q2 2026, selling an estimated $216K and leaving 96,188 shares worth $8.44M. The position accounts for 0.16% of the portfolio, ranked #94.

Laird Norton Wetherby Trust Company first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.16M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Laird Norton Wetherby Trust Company held 96,188 shares of NextEra Energy worth $8.44M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 2,387 NextEra Energy shares in Q2 2026, an estimated $216K.
NextEra Energy made up 0.16% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #94 holding.
Laird Norton Wetherby Trust Company first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
Laird Norton Wetherby Trust Company's NextEra Energy position peaked at $9.16M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.