Tower Trust & Investment Company’s NextEra Energy NEE Stock Holding History

Tower Trust & Investment 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	$976K	Sell	11,121 -57	-0.5%	-$5.16K	0.59%	38
2026 Q1	$1.04M	Sell	11,178 -294	-3%	-$26.1K	0.68%	34
2025 Q4	$921K	Buy	11,472 +86	+0.8%	+$7.12K	0.58%	41
2025 Q3	$859K	Sell	11,386 -118	-1%	-$8.62K	0.58%	44
2025 Q2	$799K	Sell	11,504 -65	-0.6%	-$4.51K	0.57%	48
2025 Q1	$774K	Buy	+11,569	New	+$817K	0.62%	43

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Tower Trust & Investment Company's NEE Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its NextEra Energy (NEE) stake by 0.51% in Q2 2026, selling an estimated $5.16K and leaving 11,121 shares worth $976K. The position accounts for 0.59% of the portfolio, ranked #38.

Tower Trust & Investment Company first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Tower Trust & Investment Company held 11,121 shares of NextEra Energy worth $976K as of Q2 2026.
Tower Trust & Investment Company sold 57 NextEra Energy shares in Q2 2026, an estimated $5.16K.
NextEra Energy made up 0.59% of Tower Trust & Investment Company's portfolio in Q2 2026, its #38 holding.
Tower Trust & Investment Company first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Tower Trust & Investment Company's NextEra Energy position peaked at $1.04M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.