Sanibel Captiva Trust Company’s NextEra Energy NEE Stock Holding History

Sanibel Captiva 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 Q2	$24.3M	Buy	276,800 +13,178	+5%	+$1.19M	0.6%	45
2026 Q1	$24.5M	Buy	263,622 +1,090	+0.4%	+$96.9K	0.69%	43
2025 Q4	$21.1M	Buy	262,532 +2,079	+0.8%	+$172K	0.58%	48
2025 Q3	$19.7M	Buy	260,453 +1,627	+0.6%	+$119K	0.56%	49
2025 Q2	$18M	Sell	258,826 -6,314	-2%	-$439K	0.55%	49
2025 Q1	$18.8M	Buy	265,140 +1,954	+0.7%	+$138K	0.61%	45
2024 Q4	$18.9M	Buy	263,186 +1,170	+0.4%	+$90.9K	0.6%	42
2024 Q3	$22.1M	Sell	262,016 -3,227	-1%	-$252K	0.71%	38
2024 Q2	$18.8M	Sell	265,243 -9,074	-3%	-$644K	0.64%	42
2024 Q1	$17.5M	Buy	274,317 +35,638	+15%	+$2.09M	0.6%	45
2023 Q4	$14.5M	Buy	+238,679	New	+$13.6M	0.53%	53

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sanibel Captiva Trust Company's NEE Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its NextEra Energy (NEE) stake by 5% in Q2 2026, buying an estimated $1.19M and bringing the position to 276,800 shares worth $24.3M. The position accounts for 0.6% of the portfolio, ranked #45.

Sanibel Captiva Trust Company first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.5M in Q1 2026. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sanibel Captiva Trust Company held 276,800 shares of NextEra Energy worth $24.3M as of Q2 2026.
Sanibel Captiva Trust Company bought 13,178 NextEra Energy shares in Q2 2026, an estimated $1.19M.
NextEra Energy made up 0.6% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #45 holding.
Sanibel Captiva Trust Company first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's NextEra Energy position peaked at $24.5M in Q1 2026.
1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.