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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
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% +$4.01K 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

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

Legacy Trust's NEE Position: Q2 2026 in Review

Legacy Trust reduced its NextEra Energy (NEE) stake by 1.8% in Q2 2026, selling an estimated $27.4K and leaving 16,142 shares worth $1.42M. The position accounts for 0.25% of the portfolio, ranked #73.

Legacy Trust first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Legacy Trust held 16,142 shares of NextEra Energy worth $1.42M as of Q2 2026.
  • Legacy Trust sold 303 NextEra Energy shares in Q2 2026, an estimated $27.4K.
  • NextEra Energy made up 0.25% of Legacy Trust's portfolio in Q2 2026, its #73 holding.
  • Legacy Trust first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's NextEra Energy position peaked at $1.53M in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.