Missouri Trust & Investment Company’s NextEra Energy NEE Stock Holding History

Missouri Trust & Investment Company’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 Q1	$2.71M	Sell	29,175 -1,206	-4%	-$107K	0.8%	25
2025 Q4	$2.44M	Sell	30,381 -104	-0.3%	-$8.61K	0.72%	27
2025 Q3	$2.3M	Buy	30,485 +5,965	+24%	+$436K	0.68%	27
2025 Q2	$1.7M	Buy	24,520 +770	+3%	+$53.5K	0.56%	38
2025 Q1	$1.68M	Buy	23,750 +2,080	+10%	+$147K	0.59%	36
2024 Q4	$1.55M	Buy	21,670 +870	+4%	+$67.6K	0.55%	37
2024 Q3	$1.76M	Sell	20,800 -100	-0.5%	-$7.8K	0.61%	35
2024 Q2	$1.48M	Buy	20,900 +3,090	+17%	+$219K	0.56%	36
2024 Q1	$1.14M	Buy	17,810 +6,831	+62%	+$400K	0.44%	53
2023 Q4	$667K	Sell	10,979 -575	-5%	-$32.8K	0.27%	75
2023 Q3	$662K	Hold	11,554	–	–	0.3%	68
2023 Q2	$857K	Buy	11,554 +588	+5%	+$44.5K	0.48%	54
2023 Q1	$845K	Sell	10,966 -100	-0.9%	-$7.69K	0.55%	47
2022 Q4	$925K	Buy	11,066 +350	+3%	+$28.3K	0.56%	42
2022 Q3	$840K	Buy	10,716 +159	+2%	+$13.5K	0.55%	41
2022 Q2	$818K	Buy	10,557 +600	+6%	+$45.7K	0.53%	46
2022 Q1	$843K	Sell	9,957 -201	-2%	-$16.1K	0.49%	51
2021 Q4	$948K	Buy	+10,158	New	+$878K	0.55%	43

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Missouri Trust & Investment Company's NEE Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its NextEra Energy (NEE) stake by 4% in Q1 2026, selling an estimated $107K and leaving 29,175 shares worth $2.71M. The position accounts for 0.8% of the portfolio, ranked #25.

Missouri Trust & Investment Company first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Missouri Trust & Investment Company held 29,175 shares of NextEra Energy worth $2.71M as of Q1 2026.
Missouri Trust & Investment Company sold 1,206 NextEra Energy shares in Q1 2026, an estimated $107K.
NextEra Energy made up 0.8% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #25 holding.
Missouri Trust & Investment Company first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.