NPT
NEE icon

National Philanthropic Trust’s NextEra Energy NEE Stock Holding History

National Philanthropic 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 		$1.95M Buy
22,248
+568
+3% +$51.4K 0.03% 175
2026
Q1 		$2.01M Sell
21,680
-45
-0.2% -$4K 0.02% 161
2025
Q4 		$1.74M Buy
21,725
+45
+0.2% +$3.73K 0.02% 177
2025
Q3 		$1.64M Buy
21,680
+1,090
+5% +$79.6K 0.02% 151
2025
Q2 		$1.43M Buy
20,590
+2,440
+13% +$169K 0.02% 149
2025
Q1 		$1.29M Sell
18,150
-480
-3% -$33.9K 0.02% 147
2024
Q4 		$1.34M Buy
+18,630
New +$1.45M 0.02% 151

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

National Philanthropic Trust's NEE Position: Q2 2026 in Review

National Philanthropic Trust increased its NextEra Energy (NEE) stake by 2.6% in Q2 2026, buying an estimated $51.4K and bringing the position to 22,248 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #175.

National Philanthropic Trust first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q1 2026. 2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • National Philanthropic Trust held 22,248 shares of NextEra Energy worth $1.95M as of Q2 2026.
  • National Philanthropic Trust bought 568 NextEra Energy shares in Q2 2026, an estimated $51.4K.
  • NextEra Energy made up 0.03% of National Philanthropic Trust's portfolio in Q2 2026, its #175 holding.
  • National Philanthropic Trust first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • National Philanthropic Trust's NextEra Energy position peaked at $2.01M in Q1 2026.
  • 2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.