Private Trust Company’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
Q2 | $3.32M | Buy |
37,805
+1,147
| +3% | +$104K | 0.27% | 76 |
|
|
2026
Q1 | $3.4M | Sell |
36,658
-1,580
| -4% | -$140K | 0.3% | 62 |
|
|
2025
Q4 | $3.07M | Sell |
38,238
-391
| -1% | -$32.4K | 0.27% | 71 |
|
|
2025
Q3 | $2.92M | Sell |
38,629
-4,110
| -10% | -$300K | 0.26% | 76 |
|
|
2025
Q2 | $2.97M | Sell |
42,739
-2,116
| -5% | -$147K | 0.28% | 72 |
|
|
2025
Q1 | $3.18M | Buy |
44,855
+2,219
| +5% | +$157K | 0.33% | 51 |
|
|
2024
Q4 | $3.06M | Sell |
42,636
-71
| -0.2% | -$5.52K | 0.31% | 59 |
|
|
2024
Q3 | $3.61M | Sell |
42,707
-696
| -2% | -$54.3K | 0.36% | 53 |
|
|
2024
Q2 | $3.07M | Buy |
43,403
+5,646
| +15% | +$401K | 0.33% | 57 |
|
|
2024
Q1 | $2.41M | Buy |
37,757
+27
| +0.1% | +$1.58K | 0.26% | 78 |
|
|
2023
Q4 | $2.29M | Sell |
37,730
-833
| -2% | -$47.5K | 0.27% | 78 |
|
|
2023
Q3 | $2.21M | Sell |
38,563
-2,339
| -6% | -$162K | 0.29% | 73 |
|
|
2023
Q2 | $3.03M | Sell |
40,902
-188
| -0.5% | -$14.2K | 0.38% | 52 |
|
|
2023
Q1 | $3.17M | Buy |
41,090
+1,530
| +4% | +$118K | 0.43% | 41 |
|
|
2022
Q4 | $3.31M | Sell |
39,560
-3,944
| -9% | -$319K | 0.49% | 35 |
|
|
2022
Q3 | $3.41M | Buy |
43,504
+152
| +0.4% | +$12.9K | 0.55% | 31 |
|
|
2022
Q2 | $3.36M | Sell |
43,352
-16,471
| -28% | -$1.25M | 0.52% | 34 |
|
|
2022
Q1 | $5.07M | Sell |
59,823
-591
| -1% | -$47.4K | 0.79% | 29 |
|
|
2021
Q4 | $5.64M | Sell |
60,414
-3,614
| -6% | -$312K | 0.78% | 24 |
|
|
2021
Q3 | $5.03M | Buy |
64,028
+8,658
| +16% | +$698K | 0.73% | 26 |
|
|
2021
Q2 | $4.06M | Buy |
55,370
+86
| +0.2% | +$6.45K | 0.61% | 34 |
|
|
2021
Q1 | $4.18M | Buy |
55,284
+636
| +1% | +$49.6K | 0.68% | 28 |
|
|
2020
Q4 | $4.22M | Buy |
54,648
+2,612
| +5% | +$195K | 0.71% | 27 |
|
|
2020
Q3 | $3.61M | Buy |
52,036
+196
| +0.4% | +$13.5K | 0.7% | 28 |
|
|
2020
Q2 | $3.2M | Buy |
51,840
+5,340
| +11% | +$320K | 0.67% | 34 |
|
|
2020
Q1 | $2.8M | Buy |
46,500
+10,340
| +29% | +$650K | 0.72% | 33 |
|
|
2019
Q4 | $2.19M | Buy |
36,160
+6,008
| +20% | +$351K | 0.41% | 70 |
|
|
2019
Q3 | $1.76M | Buy |
30,152
+3,608
| +14% | +$195K | 0.35% | 82 |
|
|
2019
Q2 | $1.36M | Buy |
26,544
+3,044
| +13% | +$150K | 0.27% | 96 |
|
|
2019
Q1 | $1.14M | Sell |
23,500
-3,480
| -13% | -$159K | 0.24% | 110 |
|
|
2018
Q4 | $1.17M | Sell |
26,980
-1,596
| -6% | -$69.8K | 0.28% | 94 |
|
|
2018
Q3 | $1.2M | Sell |
28,576
-1,244
| -4% | -$53K | 0.24% | 105 |
|
|
2018
Q2 | $1.25M | Sell |
29,820
-2,400
| -7% | -$96.9K | 0.27% | 94 |
|
|
2018
Q1 | $1.31M | Buy |
32,220
+6,076
| +23% | +$234K | 0.29% | 92 |
|
|
2017
Q4 | $1.02M | Buy |
26,144
+4,328
| +20% | +$167K | 0.22% | 113 |
|
|
2017
Q3 | $799K | Sell |
21,816
-2,468
| -10% | -$90.4K | 0.17% | 147 |
|
|
2017
Q2 | $850K | Buy |
24,284
+3,316
| +16% | +$113K | 0.19% | 135 |
|
|
2017
Q1 | $672K | Sell |
20,968
-3,668
| -15% | -$115K | 0.16% | 158 |
|
|
2016
Q4 | $735K | Buy |
24,636
+660
| +3% | +$19.7K | 0.18% | 146 |
|
|
2016
Q3 | $733K | Buy |
23,976
+1,996
| +9% | +$62.9K | 0.18% | 136 |
|
|
2016
Q2 | $716K | Buy |
21,980
+20
| +0.1% | +$600 | 0.19% | 135 |
|
|
2016
Q1 | $649K | Buy |
21,960
+236
| +1% | +$6.63K | 0.18% | 144 |
|
|
2015
Q4 | $564K | Sell |
21,724
-22,584
| -51% | -$571K | 0.16% | 164 |
|
|
2015
Q3 | $1.08M | Buy |
44,308
+1,496
| +3% | +$38K | 0.32% | 90 |
|
|
2015
Q2 | $1.05M | Sell |
42,812
-860
| -2% | -$21.9K | 0.3% | 99 |
|
|
2015
Q1 | $1.14M | Buy |
43,672
+176
| +0.4% | +$4.64K | 0.33% | 92 |
|
|
2014
Q4 | $1.16M | Buy |
43,496
+2,512
| +6% | +$63.4K | 0.37% | 86 |
|
|
2014
Q3 | $962K | Sell |
40,984
-3,820
| -9% | -$92.2K | 0.33% | 78 |
|
|
2014
Q2 | $1.15M | Sell |
44,804
-412
| -0.9% | -$10K | 0.37% | 68 |
|
|
2014
Q1 | $1.08M | Buy |
45,216
+944
| +2% | +$21.4K | 0.41% | 65 |
|
|
2013
Q4 | $948K | Buy |
44,272
+1,392
| +3% | +$29.3K | 0.38% | 65 |
|
|
2013
Q3 | $859K | Buy |
42,880
+2,488
| +6% | +$51.4K | 0.39% | 69 |
|
|
2013
Q2 | $823K | Buy |
+40,392
| New | +$801K | 0.38% | 72 |
|
Other funds holding NEE
Private Trust Company's NEE Position: Q2 2026 in Review
Private Trust Company increased its NextEra Energy (NEE) stake by 3.1% in Q2 2026, buying an estimated $104K and bringing the position to 37,805 shares worth $3.32M. The position accounts for 0.27% of the portfolio, ranked #76.
Private Trust Company first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.64M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Private Trust Company held 37,805 shares of NextEra Energy worth $3.32M as of Q2 2026.
- Private Trust Company bought 1,147 NextEra Energy shares in Q2 2026, an estimated $104K.
- NextEra Energy made up 0.27% of Private Trust Company's portfolio in Q2 2026, its #76 holding.
- Private Trust Company first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- Private Trust Company's NextEra Energy position peaked at $5.64M in Q4 2021.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.