Sumitomo Mitsui Trust Group’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
Q1 | $425M | Sell |
4,577,087
-197,193
| -4% | -$17.5M | 0.28% | 68 |
|
|
2025
Q4 | $383M | Sell |
4,774,280
-178,729
| -4% | -$14.8M | 0.23% | 88 |
|
|
2025
Q3 | $374M | Buy |
4,953,009
+89,586
| +2% | +$6.55M | 0.22% | 93 |
|
|
2025
Q2 | $338M | Buy |
4,863,423
+80,117
| +2% | +$5.56M | 0.21% | 96 |
|
|
2025
Q1 | $339M | Buy |
4,783,306
+52,693
| +1% | +$3.72M | 0.24% | 86 |
|
|
2024
Q4 | $339M | Buy |
4,730,613
+19,212
| +0.4% | +$1.49M | 0.23% | 86 |
|
|
2024
Q3 | $398M | Sell |
4,711,401
-106,600
| -2% | -$8.32M | 0.28% | 75 |
|
|
2024
Q2 | $341M | Sell |
4,818,001
-377,098
| -7% | -$26.8M | 0.25% | 79 |
|
|
2024
Q1 | $332M | Buy |
5,195,099
+34,455
| +0.7% | +$2.02M | 0.23% | 86 |
|
|
2023
Q4 | $313M | Buy |
5,160,644
+191,162
| +4% | +$10.9M | 0.23% | 88 |
|
|
2023
Q3 | $285M | Sell |
4,969,482
-86,633
| -2% | -$6M | 0.23% | 88 |
|
|
2023
Q2 | $375M | Sell |
5,056,115
-600,792
| -11% | -$45.5M | 0.29% | 64 |
|
|
2023
Q1 | $436M | Buy |
5,656,907
+21,969
| +0.4% | +$1.69M | 0.32% | 65 |
|
|
2022
Q4 | $471M | Sell |
5,634,938
-27,111
| -0.5% | -$2.19M | 0.37% | 51 |
|
|
2022
Q3 | $444M | Sell |
5,662,049
-18,156
| -0.3% | -$1.54M | 0.36% | 49 |
|
|
2022
Q2 | $440M | Buy |
5,680,205
+20,103
| +0.4% | +$1.53M | 0.34% | 55 |
|
|
2022
Q1 | $479M | Sell |
5,660,102
-21,407
| -0.4% | -$1.72M | 0.32% | 67 |
|
|
2021
Q4 | $530M | Sell |
5,681,509
-347,263
| -6% | -$30M | 0.32% | 65 |
|
|
2021
Q3 | $473M | Sell |
6,028,772
-328,892
| -5% | -$26.5M | 0.29% | 76 |
|
|
2021
Q2 | $466M | Sell |
6,357,664
-326,355
| -5% | -$24.5M | 0.28% | 80 |
|
|
2021
Q1 | $505M | Sell |
6,684,019
-751,229
| -10% | -$58.6M | 0.32% | 69 |
|
|
2020
Q4 | $574M | Sell |
7,435,248
-1,021,468
| -12% | -$76.4M | 0.37% | 56 |
|
|
2020
Q3 | $587M | Buy |
8,456,716
+73,800
| +0.9% | +$5.1M | 0.4% | 47 |
|
|
2020
Q2 | $503M | Sell |
8,382,916
-1,124,376
| -12% | -$67.3M | 0.36% | 56 |
|
|
2020
Q1 | $572M | Buy |
9,507,292
+1,417,428
| +18% | +$89.1M | 0.49% | 39 |
|
|
2019
Q4 | $490M | Buy |
8,089,864
+160,020
| +2% | +$9.34M | 0.39% | 55 |
|
|
2019
Q3 | $462M | Buy |
7,929,844
+200,248
| +3% | +$10.8M | 0.4% | 50 |
|
|
2019
Q2 | $396M | Sell |
7,729,596
-49,264
| -0.6% | -$2.42M | 0.35% | 59 |
|
|
2019
Q1 | $376M | Sell |
7,778,860
-27,524
| -0.4% | -$1.26M | 0.35% | 59 |
|
|
2018
Q4 | $337M | Buy |
7,806,384
+1,102,456
| +16% | +$48.2M | 0.36% | 60 |
|
|
2018
Q3 | $281M | Buy |
6,703,928
+118,688
| +2% | +$5.05M | 0.3% | 74 |
|
|
2018
Q2 | $275M | Buy |
6,585,240
+503,736
| +8% | +$20.3M | 0.32% | 68 |
|
|
2018
Q1 | $248M | Sell |
6,081,504
-324,064
| -5% | -$12.5M | 0.32% | 66 |
|
|
2017
Q4 | $250M | Buy |
6,405,568
+299,304
| +5% | +$11.6M | 0.32% | 65 |
|
|
2017
Q3 | $224M | Buy |
6,106,264
+627,864
| +11% | +$23M | 0.32% | 69 |
|
|
2017
Q2 | $192M | Buy |
5,478,400
+92,984
| +2% | +$3.18M | 0.28% | 79 |
|
|
2017
Q1 | $173M | Sell |
5,385,416
-473,528
| -8% | -$14.9M | 0.27% | 85 |
|
|
2016
Q4 | $175M | Buy |
5,858,944
+155,276
| +3% | +$4.64M | 0.29% | 77 |
|
|
2016
Q3 | $174M | Buy |
5,703,668
+401,296
| +8% | +$12.6M | 0.29% | 78 |
|
|
2016
Q2 | $173M | Buy |
5,302,372
+33,064
| +0.6% | +$993K | 0.3% | 70 |
|
|
2016
Q1 | $156M | Buy |
5,269,308
+255,376
| +5% | +$7.17M | 0.27% | 79 |
|
|
2015
Q4 | $132M | Buy |
5,013,932
+162,800
| +3% | +$4.12M | 0.24% | 95 |
|
|
2015
Q3 | $118M | Buy |
4,851,132
+132,964
| +3% | +$3.38M | 0.23% | 99 |
|
|
2015
Q2 | $116M | Buy |
4,718,168
+92,880
| +2% | +$2.36M | 0.21% | 111 |
|
|
2015
Q1 | $120M | Buy |
4,625,288
+382,660
| +9% | +$10.1M | 0.22% | 106 |
|
|
2014
Q4 | $114M | Sell |
4,242,628
-26,084
| -0.6% | -$659K | 0.22% | 109 |
|
|
2014
Q3 | $100M | Buy |
4,268,712
+33,640
| +0.8% | +$812K | 0.2% | 118 |
|
|
2014
Q2 | $109M | Sell |
4,235,072
-211,820
| -5% | -$5.15M | 0.22% | 108 |
|
|
2014
Q1 | $106M | Buy |
4,446,892
+69,140
| +2% | +$1.57M | 0.22% | 108 |
|
|
2013
Q4 | $93.1M | Sell |
4,377,752
-890,988
| -17% | -$18.8M | 0.19% | 127 |
|
|
2013
Q3 | $106M | Buy |
5,268,740
+464,424
| +10% | +$9.59M | 0.23% | 102 |
|
|
2013
Q2 | $97.9M | Buy |
+4,804,316
| New | +$95.3M | 0.22% | 107 |
|
Other funds holding NEE
VCM
VPM
Sumitomo Mitsui Trust Group's NEE Position: Q1 2026 in Review
Sumitomo Mitsui Trust Group reduced its NextEra Energy (NEE) stake by 4.1% in Q1 2026, selling an estimated $17.5M and leaving 4,577,087 shares worth $425M. The position accounts for 0.28% of the portfolio, ranked #68.
Sumitomo Mitsui Trust Group first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $587M in Q3 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Sumitomo Mitsui Trust Group held 4,577,087 shares of NextEra Energy worth $425M as of Q1 2026.
- Sumitomo Mitsui Trust Group sold 197,193 NextEra Energy shares in Q1 2026, an estimated $17.5M.
- NextEra Energy made up 0.28% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #68 holding.
- Sumitomo Mitsui Trust Group first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Sumitomo Mitsui Trust Group's NextEra Energy position peaked at $587M in Q3 2020.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.