Members Trust
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Members Trust’s NextEra Energy NEE Stock Holding History

Members 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 		$536K Sell
6,110
-873
-13% -$79K 0.02% 88
2026
Q1 		$649K Buy
6,983
+23
+0.3% +$2.04K 0.02% 75
2025
Q4 		$559K Buy
6,960
+75
+1% +$6.21K 0.02% 82
2025
Q3 		$520K Sell
6,885
-57
-0.8% -$4.17K 0.02% 85
2025
Q2 		$482K Buy
6,942
+1,113
+19% +$77.3K 0.02% 79
2025
Q1 		$413K Sell
5,829
-157
-3% -$11.1K 0.01% 87
2024
Q4 		$429K Sell
5,986
-687
-10% -$53.4K 0.01% 76
2024
Q3 		$564K Sell
6,673
-515
-7% -$40.2K 0.02% 63
2024
Q2 		$509K Sell
7,188
-113
-2% -$8.02K 0.02% 65
2024
Q1 		$467K Sell
7,301
-926
-11% -$54.2K 0.01% 66
2023
Q4 		$502K Buy
8,227
+250
+3% +$14.2K 0.01% 58
2023
Q3 		$455K Buy
7,977
+99
+1% +$6.85K 0.01% 63
2023
Q2 		$585K Buy
+7,878
New +$596K 0.02% 52
2022
Q4 		– Sell
-8,802
Closed -$690K – 86
2022
Q3 		$690K Buy
8,802
+2,748
+45% +$233K 0.02% 40
2022
Q2 		$469K Sell
6,054
-169
-3% -$12.9K 0.01% 66
2022
Q1 		$527K Hold
6,223
– – 0.02% 66
2021
Q4 		$581K Buy
6,223
+69
+1% +$5.96K 0.02% 65
2021
Q3 		$482K Buy
6,154
+1,600
+35% +$129K 0.02% 68
2021
Q2 		$334K Sell
4,554
-971
-18% -$72.9K 0.01% 92
2021
Q1 		$418K Sell
5,525
-80
-1% -$6.24K 0.01% 76
2020
Q4 		$432K Buy
5,605
+1,265
+29% +$94.6K 0.02% 74
2020
Q3 		$301K Buy
4,340
+404
+10% +$27.9K 0.01% 79
2020
Q2 		$236K Buy
+3,936
New +$236K 0.01% 90
2018
Q1 		$242K Buy
5,932
+296
+5% +$11.4K 0.01% 82
2017
Q4 		$220K Buy
+5,636
New +$218K 0.01% 81

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Members Trust's NEE Position: Q2 2026 in Review

Members Trust reduced its NextEra Energy (NEE) stake by 13% in Q2 2026, selling an estimated $79K and leaving 6,110 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #88.

Members Trust first reported a position in NEE in Q4 2017 and has held it in 25 quarters since. The position peaked at $690K in Q3 2022. 1,449 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Members Trust held 6,110 shares of NextEra Energy worth $536K as of Q2 2026.
  • Members Trust sold 873 NextEra Energy shares in Q2 2026, an estimated $79K.
  • NextEra Energy made up 0.02% of Members Trust's portfolio in Q2 2026, its #88 holding.
  • Members Trust first reported a position in NextEra Energy in Q4 2017 and has held it in 25 quarters since.
  • Members Trust's NextEra Energy position peaked at $690K in Q3 2022.
  • 1,449 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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