Legacy Private Trust’s NextEra Energy NEE Stock Holding History

Legacy Private Trust’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	$1.68M	Buy	19,109 +680	+4%	+$61.5K	0.09%	136
2026 Q1	$1.71M	Buy	18,429 +815	+5%	+$72.5K	0.11%	127
2025 Q4	$1.41M	Buy	17,614 +2,220	+14%	+$184K	0.08%	140
2025 Q3	$1.16M	Buy	15,394 +721	+5%	+$52.7K	0.07%	145
2025 Q2	$1.02M	Sell	14,673 -1,759	-11%	-$122K	0.07%	150
2025 Q1	$1.16M	Buy	16,432 +1,677	+11%	+$118K	0.08%	148
2024 Q4	$1.06M	Buy	14,755 +950	+7%	+$73.8K	0.07%	150
2024 Q3	$1.17M	Sell	13,805 -340	-2%	-$26.5K	0.08%	145
2024 Q2	$1M	Sell	14,145 -6,714	-32%	-$476K	0.07%	143
2024 Q1	$1.33M	Buy	20,859 +6,685	+47%	+$392K	0.1%	136
2023 Q4	$861K	Sell	14,174 -10,505	-43%	-$599K	0.07%	144
2023 Q3	$1.41M	Buy	24,679 +15,069	+157%	+$1.04M	0.12%	121
2023 Q2	$713K	Buy	+9,610	New	+$728K	0.06%	152

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Legacy Private Trust's NEE Position: Q2 2026 in Review

Legacy Private Trust increased its NextEra Energy (NEE) stake by 3.7% in Q2 2026, buying an estimated $61.5K and bringing the position to 19,109 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #136.

Legacy Private Trust first reported a position in NEE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.71M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Legacy Private Trust held 19,109 shares of NextEra Energy worth $1.68M as of Q2 2026.
Legacy Private Trust bought 680 NextEra Energy shares in Q2 2026, an estimated $61.5K.
NextEra Energy made up 0.09% of Legacy Private Trust's portfolio in Q2 2026, its #136 holding.
Legacy Private Trust first reported a position in NextEra Energy in Q2 2023 and has held it in 13 quarters since.
Legacy Private Trust's NextEra Energy position peaked at $1.71M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.