Truist Financial
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Truist Financial’s NextEra Energy NEE Stock Holding History

Truist Financial’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 		$386K Buy
+4,400
New +$398K ﹤0.01% 2379
2020
Q2 		– Sell
-8,800
Closed -$529K – 2526
2020
Q1 		$529K Sell
8,800
-8,800
-50% -$553K ﹤0.01% 1530
2019
Q4 		$1.07M Buy
+17,600
New +$1.03M ﹤0.01% 1408

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial's NEE Position: Q2 2026 in Review

Truist Financial reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $1.06M and leaving 1,079,300 shares worth $94.7M. The position accounts for 0.11% of the portfolio, ranked #171.

Truist Financial first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $203M in Q4 2021. 1,105 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Truist Financial held 1,079,300 shares of NextEra Energy worth $94.7M as of Q2 2026.
  • Truist Financial sold 11,756 NextEra Energy shares in Q2 2026, an estimated $1.06M.
  • NextEra Energy made up 0.11% of Truist Financial's portfolio in Q2 2026, its #171 holding.
  • Truist Financial first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Truist Financial's NextEra Energy position peaked at $203M in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.