Smithfield Trust’s NextEra Energy NEE Stock Holding History

Smithfield 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	$3.87M	Buy	41,739 +2,268	+6%	+$202K	0.17%	78
2025 Q4	$3.17M	Buy	39,471 +871	+2%	+$72.1K	0.14%	89
2025 Q3	$2.91M	Sell	38,600 -502	-1%	-$36.7K	0.13%	90
2025 Q2	$2.72M	Hold	39,102	–	–	0.13%	87
2025 Q1	$2.77M	Sell	39,102 -698	-2%	-$49.3K	0.14%	86
2024 Q4	$2.86M	Sell	39,800 -262	-0.7%	-$20.4K	0.14%	87
2024 Q3	$3.38M	Buy	40,062 +190	+0.5%	+$14.8K	0.17%	85
2024 Q2	$2.83M	Sell	39,872 -1,611	-4%	-$114K	0.15%	83
2024 Q1	$2.66M	Sell	41,483 -285	-0.7%	-$16.7K	0.14%	86
2023 Q4	$2.54M	Sell	41,768 -734	-2%	-$41.8K	0.14%	85
2023 Q3	$2.43M	Buy	42,502 +2,096	+5%	+$145K	0.15%	88
2023 Q2	$2.99M	Sell	40,406 -52	-0.1%	-$3.94K	0.18%	78
2023 Q1	$3.12M	Sell	40,458 -158	-0.4%	-$12.2K	0.2%	73
2022 Q4	$3.4M	Sell	40,616 -873	-2%	-$70.5K	0.23%	69
2022 Q3	$3.25M	Sell	41,489 -4,510	-10%	-$383K	0.23%	63
2022 Q2	$3.56M	Sell	45,999 -506	-1%	-$38.5K	0.25%	56
2022 Q1	$3.93M	Sell	46,505 -833	-2%	-$66.8K	0.25%	58
2021 Q4	$4.41M	Sell	47,338 -704	-1%	-$60.8K	0.27%	55
2021 Q3	$3.77M	Buy	48,042 +3,832	+9%	+$309K	0.25%	58
2021 Q2	$3.24M	Sell	44,210 -8,251	-16%	-$619K	0.21%	69
2021 Q1	$3.97M	Sell	52,461 -1,133	-2%	-$88.4K	0.27%	56
2020 Q4	$4.13M	Sell	53,594 -4,746	-8%	-$355K	0.3%	53
2020 Q3	$4.05M	Buy	58,340 +968	+2%	+$66.8K	0.33%	45
2020 Q2	$3.44M	Buy	57,372 +3,192	+6%	+$191K	0.31%	49
2020 Q1	$3.26M	Sell	54,180 -1,332	-2%	-$83.7K	0.34%	45
2019 Q4	$3.36M	Sell	55,512 -2,140	-4%	-$125K	0.31%	54
2019 Q3	$3.36M	Sell	57,652 -156	-0.3%	-$8.44K	0.33%	47
2019 Q2	$2.96M	Buy	57,808 +1,268	+2%	+$62.4K	0.31%	53
2019 Q1	$2.73M	Buy	56,540 +2,680	+5%	+$123K	0.3%	52
2018 Q4	$2.34M	Hold	53,860	–	–	0.27%	54
2018 Q3	$2.26M	Hold	53,860	–	–	0.24%	60
2018 Q2	$2.25M	Buy	53,860 +2,712	+5%	+$110K	0.26%	55
2018 Q1	$2.09M	Sell	51,148 -432	-0.8%	-$16.7K	0.25%	56
2017 Q4	$2.02M	Buy	51,580 +5,420	+12%	+$209K	0.25%	61
2017 Q3	$1.69M	Hold	46,160	–	–	0.23%	58
2017 Q2	$1.62M	Buy	46,160 +352	+0.8%	+$12K	0.24%	58
2017 Q1	$1.47M	Sell	45,808 -1,464	-3%	-$46K	0.23%	65
2016 Q4	$1.41M	Hold	47,272	–	–	0.24%	63
2016 Q3	$1.45M	Buy	47,272 +1,064	+2%	+$33.5K	0.26%	58
2016 Q2	$1.51M	Hold	46,208	–	–	0.28%	55
2016 Q1	$1.37M	Buy	46,208 +3,800	+9%	+$107K	0.27%	60
2015 Q4	$1.1M	Hold	42,408	–	–	0.23%	65
2015 Q3	$1.03M	Buy	42,408 +200	+0.5%	+$5.09K	0.22%	68
2015 Q2	$1.03M	Sell	42,208 -1,424	-3%	-$36.2K	0.2%	75
2015 Q1	$1.14M	Buy	43,632 +2,348	+6%	+$61.9K	0.22%	67
2014 Q4	$1.1M	Sell	41,284 -52	-0.1%	-$1.31K	0.23%	71
2014 Q3	$970K	Sell	41,336 -1,868	-4%	-$45.1K	0.2%	89
2014 Q2	$1.11M	Sell	43,204 -12,112	-22%	-$295K	0.22%	85
2014 Q1	$1.32M	Sell	55,316 -9,848	-15%	-$223K	0.26%	71
2013 Q4	$1.39M	Buy	65,164 +4,408	+7%	+$92.9K	0.28%	70
2013 Q3	$1.22M	Sell	60,756 -200	-0.3%	-$4.13K	0.28%	72
2013 Q2	$1.24M	Buy	+60,956	New	+$1.21M	0.3%	72

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smithfield Trust's NEE Position: Q1 2026 in Review

Smithfield Trust increased its NextEra Energy (NEE) stake by 5.7% in Q1 2026, buying an estimated $202K and bringing the position to 41,739 shares worth $3.87M. The position accounts for 0.17% of the portfolio, ranked #78.

Smithfield Trust first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.41M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Smithfield Trust held 41,739 shares of NextEra Energy worth $3.87M as of Q1 2026.
Smithfield Trust bought 2,268 NextEra Energy shares in Q1 2026, an estimated $202K.
NextEra Energy made up 0.17% of Smithfield Trust's portfolio in Q1 2026, its #78 holding.
Smithfield Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Smithfield Trust's NextEra Energy position peaked at $4.41M in Q4 2021.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.