Old Point Trust & Financial Services N A’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.78M Sell
62,211
-4,252
-6% -$378K 1.86% 17
2025
Q4
$5.34M Sell
66,463
-875
-1% -$72.5K 1.66% 21
2025
Q3
$5.08M Sell
67,338
-3,240
-5% -$237K 1.64% 22
2025
Q2
$4.9M Sell
70,578
-886
-1% -$61.5K 1.71% 21
2025
Q1
$5.07M Sell
71,464
-4,219
-6% -$298K 1.78% 21
2024
Q4
$5.43M Sell
75,683
-1,500
-2% -$117K 1.9% 19
2024
Q3
$6.52M Buy
77,183
+700
+0.9% +$54.6K 2.34% 16
2024
Q2
$5.42M Sell
76,483
-2,300
-3% -$163K 2.1% 16
2024
Q1
$5.04M Buy
78,783
+3,546
+5% +$208K 1.83% 20
2023
Q4
$4.57M Buy
75,237
+2,205
+3% +$126K 1.84% 20
2023
Q3
$4.18M Buy
73,032
+255
+0.4% +$17.7K 1.89% 20
2023
Q2
$5.4M Buy
72,777
+6,038
+9% +$457K 2.25% 17
2023
Q1
$5.14M Buy
66,739
+3,220
+5% +$248K 2.25% 16
2022
Q4
$5.31M Buy
63,519
+750
+1% +$60.6K 2.45% 16
2022
Q3
$4.92M Sell
62,769
-669
-1% -$56.8K 2.47% 17
2022
Q2
$4.91M Buy
63,438
+556
+0.9% +$42.3K 2.27% 18
2022
Q1
$5.33M Buy
62,882
+67
+0.1% +$5.37K 2.18% 17
2021
Q4
$5.86M Sell
62,815
-115
-0.2% -$9.94K 2.36% 16
2021
Q3
$4.94M Sell
62,930
-960
-2% -$77.4K 2.2% 20
2021
Q2
$4.68M Buy
63,890
+4,025
+7% +$302K 2.07% 20
2021
Q1
$4.53M Buy
59,865
+4,585
+8% +$358K 2.1% 21
2020
Q4
$4.26M Buy
55,280
+1,560
+3% +$117K 2.18% 19
2020
Q3
$3.73M Sell
53,720
-636
-1% -$43.9K 2.05% 21
2020
Q2
$3.26M Sell
54,356
-312
-0.6% -$18.7K 1.79% 23
2020
Q1
$3.29M Sell
54,668
-6,600
-11% -$415K 2.07% 20
2019
Q4
$3.71M Buy
61,268
+700
+1% +$40.9K 1.71% 26
2019
Q3
$3.53M Sell
60,568
-200
-0.3% -$10.8K 1.72% 24
2019
Q2
$3.11M Buy
60,768
+900
+2% +$44.3K 1.58% 26
2019
Q1
$2.89M Buy
59,868
+880
+1% +$40.2K 1.5% 26
2018
Q4
$2.56M Buy
58,988
+2,820
+5% +$123K 1.51% 27
2018
Q3
$2.35M Buy
56,168
+1,552
+3% +$66.1K 1.21% 31
2018
Q2
$2.28M Buy
54,616
+3,620
+7% +$146K 1.25% 32
2018
Q1
$2.08M Buy
50,996
+2,900
+6% +$112K 1.18% 33
2017
Q4
$1.88M Sell
48,096
-484
-1% -$18.7K 1.02% 34
2017
Q3
$1.78M Sell
48,580
-1,200
-2% -$44K 1% 35
2017
Q2
$1.74M Sell
49,780
-616
-1% -$21.1K 1.01% 37
2017
Q1
$1.62M Sell
50,396
-384
-0.8% -$12.1K 0.94% 38
2016
Q4
$1.52M Sell
50,780
-5,700
-10% -$170K 0.91% 39
2016
Q3
$1.73M Buy
56,480
+800
+1% +$25.2K 1.06% 34
2016
Q2
$1.81M Sell
55,680
-1,200
-2% -$36K 1.13% 33
2016
Q1
$1.68M Sell
56,880
-200
-0.4% -$5.61K 1.05% 34
2015
Q4
$1.48M Buy
57,080
+3,400
+6% +$86K 0.96% 37
2015
Q3
$1.31M Buy
53,680
+3,200
+6% +$81.4K 0.93% 35
2015
Q2
$1.24M Hold
50,480
0.8% 38
2015
Q1
$1.31M Sell
50,480
-400
-0.8% -$10.6K 0.85% 37
2014
Q4
$1.35M Sell
50,880
-1,200
-2% -$30.3K 0.81% 38
2014
Q3
$1.22M Hold
52,080
0.73% 40
2014
Q2
$1.33M Hold
52,080
0.8% 38
2014
Q1
$1.25M Sell
52,080
-1,200
-2% -$27.2K 0.78% 40
2013
Q4
$1.14M Sell
53,280
-6,800
-11% -$143K 0.75% 39
2013
Q3
$1.2M Sell
60,080
-4,000
-6% -$82.6K 0.83% 41
2013
Q2
$1.31M Buy
+64,080
New +$1.27M 0.93% 39

Other funds holding NEE

Old Point Trust & Financial Services N A's NEE Position: Q1 2026 in Review

Old Point Trust & Financial Services N A reduced its NextEra Energy (NEE) stake by 6.4% in Q1 2026, selling an estimated $378K and leaving 62,211 shares worth $5.78M. The position accounts for 1.86% of the portfolio, ranked #17.

Old Point Trust & Financial Services N A first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.52M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Old Point Trust & Financial Services N A held 62,211 shares of NextEra Energy worth $5.78M as of Q1 2026.
  • Old Point Trust & Financial Services N A sold 4,252 NextEra Energy shares in Q1 2026, an estimated $378K.
  • NextEra Energy made up 1.86% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #17 holding.
  • Old Point Trust & Financial Services N A first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • Old Point Trust & Financial Services N A's NextEra Energy position peaked at $6.52M in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.