Trust Company of the South’s NextEra Energy NEE Stock Holding History

Trust Company of the South’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	$467K	Buy	5,322 +207	+4%	+$18.7K	0.07%	91
2026 Q1	$475K	Buy	5,115 +720	+16%	+$64K	0.08%	85
2025 Q4	$353K	Buy	4,395 +667	+18%	+$55.2K	0.06%	98
2025 Q3	$281K	Buy	3,728 +294	+9%	+$21.5K	0.05%	109
2025 Q2	$238K	Sell	3,434 -22	-0.6%	-$1.53K	0.04%	113
2025 Q1	$245K	Buy	3,456 +22	+0.6%	+$1.55K	0.05%	113
2024 Q4	$246K	Hold	3,434	–	–	0.05%	113
2024 Q3	$290K	Hold	3,434	–	–	0.06%	106
2024 Q2	$243K	Hold	3,434	–	–	0.06%	103
2024 Q1	$219K	Sell	3,434 -3,557	-51%	-$208K	0.05%	112
2023 Q4	$425K	Buy	+6,991	New	+$398K	0.11%	70

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Trust Company of the South's NEE Position: Q2 2026 in Review

Trust Company of the South increased its NextEra Energy (NEE) stake by 4% in Q2 2026, buying an estimated $18.7K and bringing the position to 5,322 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #91.

Trust Company of the South first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q1 2026. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Trust Company of the South held 5,322 shares of NextEra Energy worth $467K as of Q2 2026.
Trust Company of the South bought 207 NextEra Energy shares in Q2 2026, an estimated $18.7K.
NextEra Energy made up 0.07% of Trust Company of the South's portfolio in Q2 2026, its #91 holding.
Trust Company of the South first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Trust Company of the South's NextEra Energy position peaked at $475K in Q1 2026.
1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.