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Riverview Trust Company’s NextEra Energy NEE Stock Holding History

Riverview Trust 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 		$144K Sell
1,554
-66
-4% -$5.87K 0.18% 71
2025
Q4 		$130K Buy
1,620
+66
+4% +$5.47K 0.16% 77
2025
Q3 		$117K Hold
1,554
– – 0.14% 83
2025
Q2 		$108K Sell
1,554
-1,041
-40% -$72.3K 0.13% 84
2025
Q1 		$184K Sell
2,595
-15
-0.6% -$1.06K 0.18% 98
2024
Q4 		$187K Sell
2,610
-18
-0.7% -$1.4K 0.17% 99
2024
Q3 		$222K Buy
2,628
+33
+1% +$2.58K 0.19% 86
2024
Q2 		$184K Buy
2,595
+747
+40% +$53K 0.17% 93
2024
Q1 		$118K Buy
+1,848
New +$108K 0.09% 152
2023
Q4 		– Sell
-2,704
Closed -$155K – 454
2023
Q3 		$155K Sell
2,704
-82
-3% -$5.68K 0.14% 110
2023
Q2 		$207K Sell
2,786
-4,065
-59% -$308K 0.19% 84
2023
Q1 		$528K Sell
6,851
-2,529
-27% -$194K 0.49% 41
2022
Q4 		$784K Buy
9,380
+1,207
+15% +$97.5K 0.74% 31
2022
Q3 		$641K Hold
8,173
– – 0.62% 33
2022
Q2 		$633K Buy
8,173
+3,605
+79% +$274K 0.55% 37
2022
Q1 		$387K Buy
4,568
+1,348
+42% +$108K 0.29% 59
2021
Q4 		$301 Hold
3,220
– – 0.18% 68
2021
Q3 		$253K Hold
3,220
– – 0.27% 69
2021
Q2 		$236K Hold
3,220
– – 0.25% 75
2021
Q1 		$243K Hold
3,220
– – 0.27% 70
2020
Q4 		$248K Hold
3,220
– – 0.27% 66
2020
Q3 		$223K Sell
3,220
-2,504
-44% -$173K 0.26% 69
2020
Q2 		$344K Hold
5,724
– – 0.33% 60
2020
Q1 		$344K Sell
5,724
-1,744
-23% -$110K 0.33% 52
2019
Q4 		$452K Hold
7,468
– – 0.3% 63
2019
Q3 		$435K Hold
7,468
– – 0.3% 64
2019
Q2 		$382K Hold
7,468
– – 0.27% 72
2019
Q1 		$361K Hold
7,468
– – 0.27% 71
2018
Q4 		$325K Buy
+7,468
New +$327K 0.25% 71

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

Riverview Trust Company's NEE Position: Q1 2026 in Review

Riverview Trust Company reduced its NextEra Energy (NEE) stake by 4.1% in Q1 2026, selling an estimated $5.87K and leaving 1,554 shares worth $144K. The position accounts for 0.18% of the portfolio, ranked #71.

Riverview Trust Company first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $784K in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Riverview Trust Company held 1,554 shares of NextEra Energy worth $144K as of Q1 2026.
  • Riverview Trust Company sold 66 NextEra Energy shares in Q1 2026, an estimated $5.87K.
  • NextEra Energy made up 0.18% of Riverview Trust Company's portfolio in Q1 2026, its #71 holding.
  • Riverview Trust Company first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
  • Riverview Trust Company's NextEra Energy position peaked at $784K in Q4 2022.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.