Trust Company’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
Q2 | $388K | Buy |
4,419
+252
| +6% | +$22.8K | 0.04% | 116 |
|
|
2026
Q1 | $387K | Buy |
4,167
+280
| +7% | +$24.9K | 0.04% | 131 |
|
|
2025
Q4 | $312K | Buy |
3,887
+9
| +0.2% | +$745 | 0.03% | 149 |
|
|
2025
Q3 | $293K | Buy |
3,878
+1,368
| +55% | +$100K | 0.03% | 123 |
|
|
2025
Q2 | $174K | Hold |
2,510
| – | – | 0.02% | 148 |
|
|
2025
Q1 | $178K | Buy |
2,510
+350
| +16% | +$24.7K | 0.02% | 149 |
|
|
2024
Q4 | $155K | Hold |
2,160
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $183K | Sell |
2,160
-100
| -4% | -$7.8K | 0.02% | 137 |
|
|
2024
Q2 | $160K | Hold |
2,260
| – | – | 0.02% | 133 |
|
|
2024
Q1 | $144K | Hold |
2,260
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $137K | Sell |
2,260
-5,600
| -71% | -$319K | 0.02% | 137 |
|
|
2023
Q3 | $450K | Sell |
7,860
-100
| -1% | -$6.92K | 0.07% | 85 |
|
|
2023
Q2 | $591K | Buy |
7,960
+5,600
| +237% | +$424K | 0.09% | 73 |
|
|
2023
Q1 | $182K | Sell |
2,360
-148
| -6% | -$11.4K | 0.03% | 139 |
|
|
2022
Q4 | $210K | Buy |
2,508
+148
| +6% | +$12K | 0.03% | 131 |
|
|
2022
Q3 | $185K | Sell |
2,360
-100
| -4% | -$8.48K | 0.04% | 131 |
|
|
2022
Q2 | $191K | Hold |
2,460
| – | – | 0.04% | 132 |
|
|
2022
Q1 | $208K | Hold |
2,460
| – | – | 0.04% | 130 |
|
|
2021
Q4 | $230K | Hold |
2,460
| – | – | 0.05% | 109 |
|
|
2021
Q3 | $193K | Sell |
2,460
-100
| -4% | -$8.06K | 0.05% | 112 |
|
|
2021
Q2 | $188K | Hold |
2,560
| – | – | 0.13% | 105 |
|
|
2021
Q1 | $194K | Sell |
2,560
-124
| -5% | -$9.68K | 0.14% | 109 |
|
|
2020
Q4 | $207K | Buy |
2,684
+124
| +5% | +$9.28K | 0.16% | 103 |
|
|
2020
Q3 | $178K | Hold |
2,560
| – | – | 0.15% | 108 |
|
|
2020
Q2 | $154K | Hold |
2,560
| – | – | 0.15% | 107 |
|
|
2020
Q1 | $154K | Hold |
2,560
| – | – | 0.17% | 86 |
|
|
2019
Q4 | $155K | Hold |
2,560
| – | – | 0.14% | 99 |
|
|
2019
Q3 | $149K | Hold |
2,560
| – | – | 0.14% | 97 |
|
|
2019
Q2 | $131K | Hold |
2,560
| – | – | 0.12% | 101 |
|
|
2019
Q1 | $124K | Hold |
2,560
| – | – | 0.07% | 110 |
|
|
2018
Q4 | $111K | Sell |
2,560
-888
| -26% | -$38.8K | 0.06% | 101 |
|
|
2018
Q3 | $144K | Hold |
3,448
| – | – | 0.07% | 91 |
|
|
2018
Q2 | $144K | Hold |
3,448
| – | – | 0.07% | 95 |
|
|
2018
Q1 | $141K | Sell |
3,448
-404
| -10% | -$15.6K | 0.05% | 99 |
|
|
2017
Q4 | $150K | Buy |
3,852
+400
| +12% | +$15.4K | 0.06% | 91 |
|
|
2017
Q3 | $126K | Buy |
3,452
+404
| +13% | +$14.8K | 0.07% | 89 |
|
|
2017
Q2 | $107K | Sell |
3,048
-292
| -9% | -$9.98K | 0.05% | 112 |
|
|
2017
Q1 | $107K | Buy |
3,340
+292
| +10% | +$9.18K | 0.05% | 128 |
|
|
2016
Q4 | $91K | Sell |
3,048
-96
| -3% | -$2.87K | 0.05% | 130 |
|
|
2016
Q3 | $96K | Buy |
3,144
+96
| +3% | +$3.02K | 0.04% | 140 |
|
|
2016
Q2 | $99K | Hold |
3,048
| – | – | 0.04% | 139 |
|
|
2016
Q1 | $90K | Hold |
3,048
| – | – | 0.04% | 138 |
|
|
2015
Q4 | $79.2K | Sell |
3,048
-3,088
| -50% | -$78.1K | 0.04% | 138 |
|
|
2015
Q3 | $150K | Hold |
6,136
| – | – | 0.09% | 96 |
|
|
2015
Q2 | $150K | Buy |
+6,136
| New | +$156K | 0.09% | 117 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
Trust Company's NEE Position: Q2 2026 in Review
Trust Company increased its NextEra Energy (NEE) stake by 6% in Q2 2026, buying an estimated $22.8K and bringing the position to 4,419 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #116.
Trust Company first reported a position in NEE in Q2 2015 and has held it in 45 quarters since. The position peaked at $591K in Q2 2023. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Trust Company held 4,419 shares of NextEra Energy worth $388K as of Q2 2026.
- Trust Company bought 252 NextEra Energy shares in Q2 2026, an estimated $22.8K.
- NextEra Energy made up 0.04% of Trust Company's portfolio in Q2 2026, its #116 holding.
- Trust Company first reported a position in NextEra Energy in Q2 2015 and has held it in 45 quarters since.
- Trust Company's NextEra Energy position peaked at $591K in Q2 2023.
- 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.