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Timothy G. Youngquist 2020 Irrevocable Trust’s NextEra Energy NEE Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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 		$1.73M Buy
19,760
+19,026
+2,592% +$1.72M 0.34% 35
2026
Q1 		$68.2K Buy
+734
New +$65.3K 0.03% 194

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's NEE Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust increased its NextEra Energy (NEE) stake by 2,592% in Q2 2026, buying an estimated $1.72M and bringing the position to 19,760 shares worth $1.73M. The position accounts for 0.34% of the portfolio, ranked #35.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust held 19,760 shares of NextEra Energy worth $1.73M as of Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust bought 19,026 NextEra Energy shares in Q2 2026, an estimated $1.72M.
  • NextEra Energy made up 0.34% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #35 holding.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.