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Legacy Trust’s NextEra Energy NEE Stock Holding History

Legacy 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
Q3 		$1.49M Buy
17,764
+1,622
+10% +$137K 0.25% 75
2026
Q2 		$1.42M Sell
16,142
-303
-2% -$27.4K 0.25% 73
2026
Q1 		$1.53M Sell
16,445
-260
-2% -$23.1K 0.29% 70
2025
Q4 		$1.34M Sell
16,705
-160
-0.9% -$13.3K 0.25% 72
2025
Q3 		$1.27M Buy
16,865
+2,493
+17% +$182K 0.25% 72
2025
Q2 		$998K Buy
14,372
+88
+0.6% +$6.11K 0.24% 72
2025
Q1 		$1.01M Sell
14,284
-191
-1% -$13.5K 0.24% 74
2024
Q4 		$1.04M Sell
14,475
-187
-1% -$14.5K 0.24% 71
2024
Q3 		$1.24M Buy
14,662
+448
+3% +$35K 0.28% 70
2024
Q2 		$1.01M Buy
14,214
+126
+0.9% +$8.94K 0.25% 72
2024
Q1 		$900K Sell
14,088
-6
-0% -$351 0.22% 77
2023
Q4 		$856K Sell
14,094
-79
-0.6% -$4.5K 0.22% 78
2023
Q3 		$812K Buy
14,173
+58
+0.4% +$4.02K 0.24% 77
2023
Q2 		$1.05M Sell
14,115
-257
-2% -$19.5K 0.29% 72
2023
Q1 		$1.11M Hold
14,372
– – 0.33% 70
2022
Q4 		$1.2M Buy
+14,372
New +$1.16M 0.37% 68

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's NEE Position: Q3 2026 in Review

Legacy Trust increased its NextEra Energy (NEE) stake by 10% in Q3 2026, buying an estimated $137K and bringing the position to 17,764 shares worth $1.49M. The position accounts for 0.25% of the portfolio, ranked #75.

Legacy Trust first reported a position in NEE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q1 2026. 1,856 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Legacy Trust held 17,764 shares of NextEra Energy worth $1.49M as of Q3 2026.
  • Legacy Trust bought 1,622 NextEra Energy shares in Q3 2026, an estimated $137K.
  • NextEra Energy made up 0.25% of Legacy Trust's portfolio in Q3 2026, its #75 holding.
  • Legacy Trust first reported a position in NextEra Energy in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's NextEra Energy position peaked at $1.53M in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.