Truist Financial’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
$101M Sell
1,091,056
-72,254
-6% -$6.42M 0.14% 148
2025
Q4
$93.4M Sell
1,163,310
-3,969
-0.3% -$329K 0.12% 159
2025
Q3
$88.1M Sell
1,167,279
-6,517
-0.6% -$476K 0.12% 166
2025
Q2
$81.5M Sell
1,173,796
-23,910
-2% -$1.66M 0.12% 164
2025
Q1
$84.9M Sell
1,197,706
-40,301
-3% -$2.84M 0.14% 157
2024
Q4
$88.8M Sell
1,238,007
-14,424
-1% -$1.12M 0.14% 141
2024
Q3
$106M Sell
1,252,431
-18,437
-1% -$1.44M 0.17% 119
2024
Q2
$90M Sell
1,270,868
-26,763
-2% -$1.9M 0.14% 154
2024
Q1
$82.9M Sell
1,297,631
-560,039
-30% -$32.8M 0.13% 161
2023
Q4
$113M Sell
1,857,670
-668,521
-26% -$38.1M 0.18% 125
2023
Q3
$145M Buy
2,526,191
+122,328
+5% +$8.47M 0.24% 95
2023
Q2
$178M Buy
2,403,863
+31,869
+1% +$2.41M 0.3% 80
2023
Q1
$183M Buy
2,371,994
+10,812
+0.5% +$831K 0.31% 76
2022
Q4
$197M Sell
2,361,182
-2,020
-0.1% -$163K 0.35% 70
2022
Q3
$185M Sell
2,363,202
-32,555
-1% -$2.76M 0.36% 73
2022
Q2
$186M Buy
2,395,757
+123,921
+5% +$9.43M 0.34% 76
2022
Q1
$192M Buy
2,271,836
+94,853
+4% +$7.6M 0.3% 83
2021
Q4
$203M Buy
2,176,983
+62,659
+3% +$5.42M 0.31% 79
2021
Q3
$166M Buy
2,114,324
+26,435
+1% +$2.13M 0.27% 87
2021
Q2
$153M Sell
2,087,889
-275,164
-12% -$20.7M 0.25% 97
2021
Q1
$179M Sell
2,363,053
-99,349
-4% -$7.75M 0.31% 79
2020
Q4
$190M Buy
2,462,402
+191,086
+8% +$14.3M 0.36% 65
2020
Q3
$158M Sell
2,271,316
-39,496
-2% -$2.73M 0.34% 68
2020
Q2
$139M Buy
2,310,812
+56,304
+2% +$3.37M 0.31% 73
2020
Q1
$136M Buy
2,254,508
+103,376
+5% +$6.5M 0.36% 67
2019
Q4
$130M Buy
2,151,132
+2,050,416
+2,036% +$120M 0.26% 88
2019
Q3
$5.87M Buy
100,716
+4,032
+4% +$218K 0.1% 205
2019
Q2
$4.95M Buy
96,684
+7,260
+8% +$357K 0.09% 224
2019
Q1
$4.32M Buy
89,424
+548
+0.6% +$25.1K 0.08% 243
2018
Q4
$3.86M Buy
88,876
+6,528
+8% +$285K 0.08% 238
2018
Q3
$3.45M Sell
82,348
-460
-0.6% -$19.6K 0.06% 285
2018
Q2
$3.46M Sell
82,808
-724
-0.9% -$29.2K 0.07% 277
2018
Q1
$3.41M Sell
83,532
-1,148
-1% -$44.3K 0.07% 281
2017
Q4
$3.31M Buy
84,680
+140
+0.2% +$5.41K 0.06% 294
2017
Q3
$3.1M Sell
84,540
-17,876
-17% -$655K 0.06% 295
2017
Q2
$3.59M Sell
102,416
-3,724
-4% -$127K 0.07% 285
2017
Q1
$3.41M Sell
106,140
-2,552
-2% -$80.2K 0.07% 293
2016
Q4
$3.25M Sell
108,692
-5,012
-4% -$150K 0.07% 296
2016
Q3
$3.48M Sell
113,704
-4,968
-4% -$157K 0.07% 286
2016
Q2
$3.87M Buy
118,672
+35,304
+42% +$1.06M 0.08% 271
2016
Q1
$2.47M Sell
83,368
-2,652
-3% -$74.4K 0.06% 295
2015
Q4
$2.23M Sell
86,020
-3,760
-4% -$95.1K 0.06% 299
2015
Q3
$2.19M Buy
89,780
+9,668
+12% +$246K 0.06% 298
2015
Q2
$1.96M Buy
80,112
+8,276
+12% +$210K 0.05% 295
2015
Q1
$1.87M Sell
71,836
-7,036
-9% -$186K 0.05% 287
2014
Q4
$2.1M Sell
78,872
-788
-1% -$19.9K 0.06% 276
2014
Q3
$1.87M Buy
79,660
+10,352
+15% +$250K 0.06% 280
2014
Q2
$1.77M Buy
69,308
+4,880
+8% +$119K 0.05% 295
2014
Q1
$1.54M Sell
64,428
-5,476
-8% -$124K 0.05% 308
2013
Q4
$1.5M Buy
69,904
+2,568
+4% +$54.1K 0.05% 301
2013
Q3
$1.35M Sell
67,336
-9,584
-12% -$198K 0.05% 301
2013
Q2
$1.57M Buy
+76,920
New +$1.53M 0.06% 274

Other funds holding NEE

Truist Financial's NEE Position: Q1 2026 in Review

Truist Financial reduced its NextEra Energy (NEE) stake by 6.2% in Q1 2026, selling an estimated $6.42M and leaving 1,091,056 shares worth $101M. The position accounts for 0.14% of the portfolio, ranked #148.

Truist Financial first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $203M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Truist Financial held 1,091,056 shares of NextEra Energy worth $101M as of Q1 2026.
  • Truist Financial sold 72,254 NextEra Energy shares in Q1 2026, an estimated $6.42M.
  • NextEra Energy made up 0.14% of Truist Financial's portfolio in Q1 2026, its #148 holding.
  • Truist Financial first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • Truist Financial's NextEra Energy position peaked at $203M in Q4 2021.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.