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Spinnaker Trust’s NextEra Energy NEE Stock Holding History

Spinnaker 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 		$7.94M Sell
85,480
-1,324
-2% -$118K 0.44% 54
2025
Q4 		$6.97M Buy
86,804
+664
+0.8% +$55K 0.37% 61
2025
Q3 		$6.5M Sell
86,140
-61
-0.1% -$4.46K 0.36% 62
2025
Q2 		$5.98M Buy
86,201
+2,247
+3% +$156K 0.36% 65
2025
Q1 		$5.95M Sell
83,954
-4,690
-5% -$331K 0.39% 64
2024
Q4 		$6.35M Sell
88,644
-34,989
-28% -$2.72M 0.4% 58
2024
Q3 		$10.5M Sell
123,633
-4,859
-4% -$379K 0.64% 35
2024
Q2 		$9.1M Buy
128,492
+1,445
+1% +$103K 0.58% 39
2024
Q1 		$8.12M Buy
127,047
+5,353
+4% +$314K 0.52% 46
2023
Q4 		$7.39M Buy
121,694
+18,806
+18% +$1.07M 0.5% 48
2023
Q3 		$5.89M Sell
102,888
-2,015
-2% -$139K 0.44% 58
2023
Q2 		$7.78M Buy
104,903
+1,156
+1% +$87.5K 0.57% 43
2023
Q1 		$8M Sell
103,747
-1,515
-1% -$117K 0.61% 42
2022
Q4 		$8.8M Buy
105,262
+2,755
+3% +$223K 0.69% 35
2022
Q3 		$8.04M Buy
102,507
+828
+0.8% +$70.2K 0.67% 33
2022
Q2 		$7.88M Buy
101,679
+5,493
+6% +$418K 0.61% 39
2022
Q1 		$8.15M Buy
96,186
+786
+0.8% +$63K 0.55% 43
2021
Q4 		$8.91M Buy
95,400
+4,697
+5% +$406K 0.57% 41
2021
Q3 		$7.12M Buy
90,703
+6,173
+7% +$498K 0.5% 49
2021
Q2 		$6.19M Buy
84,530
+56,076
+197% +$4.21M 0.43% 55
2021
Q1 		$2.15M Buy
28,454
+1,249
+5% +$97.5K 0.16% 93
2020
Q4 		$2.1M Buy
27,205
+185
+0.7% +$13.8K 0.17% 91
2020
Q3 		$1.87M Buy
27,020
+708
+3% +$48.9K 0.17% 86
2020
Q2 		$1.58M Buy
26,312
+4,416
+20% +$264K 0.15% 96
2020
Q1 		$1.32M Buy
21,896
+18,140
+483% +$1.14M 0.14% 101
2019
Q4 		$227K Buy
+3,756
New +$219K 0.02% 229

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

Spinnaker Trust's NEE Position: Q1 2026 in Review

Spinnaker Trust reduced its NextEra Energy (NEE) stake by 1.5% in Q1 2026, selling an estimated $118K and leaving 85,480 shares worth $7.94M. The position accounts for 0.44% of the portfolio, ranked #54.

Spinnaker Trust first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.5M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Spinnaker Trust held 85,480 shares of NextEra Energy worth $7.94M as of Q1 2026.
  • Spinnaker Trust sold 1,324 NextEra Energy shares in Q1 2026, an estimated $118K.
  • NextEra Energy made up 0.44% of Spinnaker Trust's portfolio in Q1 2026, its #54 holding.
  • Spinnaker Trust first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Spinnaker Trust's NextEra Energy position peaked at $10.5M in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.