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Old North State Trust’s NextEra Energy NEE Stock Holding History

Old North State 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
Q1 		$251K Sell
2,702
-61
-2% -$5.42K 0.15% 126
2025
Q4 		$222K Sell
2,763
-399
-13% -$33K 0.13% 141
2025
Q3 		$239K Hold
3,162
– – 0.15% 132
2025
Q2 		$220K Hold
3,162
– – 0.15% 134
2025
Q1 		$227K Hold
3,162
– – 0.14% 124
2024
Q4 		$227K Sell
3,162
-2,450
-44% -$190K 0.14% 124
2024
Q3 		$474K Buy
5,612
+269
+5% +$21K 0.39% 75
2024
Q2 		$378K Hold
5,343
– – 0.33% 82
2024
Q1 		$341K Buy
+5,343
New +$313K 0.29% 91
2023
Q3 		$352K Sell
6,143
-161
-3% -$11.1K 0.27% 81
2023
Q2 		$468K Hold
6,304
– – 0.35% 65
2023
Q1 		$486K Hold
6,304
– – 0.34% 64
2022
Q4 		$527K Sell
6,304
-60
-0.9% -$4.85K 0.35% 59
2022
Q3 		$499K Buy
6,364
+6,358
+105,967% +$539K 0.43% 47
2022
Q2 		$495 Hold
6
– – 0.45% 50
2022
Q1 		$541 Sell
6
-6,383
-100% -$512K 0.43% 54
2021
Q4 		$596K Buy
6,389
+565
+10% +$48.8K 0.43% 50
2021
Q3 		$457K Hold
5,824
– – 0.41% 50
2021
Q2 		$427K Sell
5,824
-600
-9% -$45K 0.32% 57
2021
Q1 		$486K Hold
6,424
– – 0.38% 49
2020
Q4 		$496K Sell
6,424
-348
-5% -$26K 0.38% 49
2020
Q3 		$470K Sell
6,772
-204
-3% -$14.1K 0.32% 55
2020
Q2 		$419K Sell
6,976
-320
-4% -$19.2K 0.27% 62
2020
Q1 		$439K Buy
7,296
+3,088
+73% +$194K 0.32% 56
2019
Q4 		$255K Buy
4,208
+20
+0.5% +$1.17K 0.14% 99
2019
Q3 		$244K Buy
4,188
+1,400
+50% +$75.8K 0.17% 97
2019
Q2 		$143K Buy
2,788
+44
+2% +$2.17K 0.1% 130
2019
Q1 		$132K Buy
2,744
+104
+4% +$4.75K 0.09% 136
2018
Q4 		$114K Buy
2,640
+204
+8% +$8.92K 0.12% 136
2018
Q3 		$102K Buy
+2,436
New +$104K 0.1% 151

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Old North State Trust's NEE Position: Q1 2026 in Review

Old North State Trust reduced its NextEra Energy (NEE) stake by 2.2% in Q1 2026, selling an estimated $5.42K and leaving 2,702 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #126.

Old North State Trust first reported a position in NEE in Q3 2018 and has held it in 30 quarters since. The position peaked at $596K in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Old North State Trust held 2,702 shares of NextEra Energy worth $251K as of Q1 2026.
  • Old North State Trust sold 61 NextEra Energy shares in Q1 2026, an estimated $5.42K.
  • NextEra Energy made up 0.15% of Old North State Trust's portfolio in Q1 2026, its #126 holding.
  • Old North State Trust first reported a position in NextEra Energy in Q3 2018 and has held it in 30 quarters since.
  • Old North State Trust's NextEra Energy position peaked at $596K in Q4 2021.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Old North State Trust's 13F filing for Q1 2026, filed 13 May 2026.