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Trust Point Inc’s NextEra Energy NEE Stock Holding History

Trust Point Inc’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 		$2.24M Buy
25,495
+903
+4% +$81.7K 0.19% 65
2026
Q1 		$2.28M Buy
24,592
+37
+0.2% +$3.29K 0.2% 59
2025
Q4 		$1.97M Sell
24,555
-126
-0.5% -$10.4K 0.16% 63
2025
Q3 		$1.86M Sell
24,681
-1,848
-7% -$135K 0.15% 68
2025
Q2 		$1.84M Buy
26,529
+2,939
+12% +$204K 0.17% 64
2025
Q1 		$1.67M Sell
23,590
-1,227
-5% -$86.6K 0.15% 71
2024
Q4 		$1.78M Buy
24,817
+3,993
+19% +$310K 0.12% 83
2024
Q3 		$1.76M Buy
20,824
+916
+5% +$71.5K 0.13% 82
2024
Q2 		$1.41M Sell
19,908
-931
-4% -$66.1K 0.11% 92
2024
Q1 		$1.33M Sell
20,839
-614
-3% -$36K 0.1% 112
2023
Q4 		$1.3M Buy
+21,453
New +$1.22M 0.11% 104

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Trust Point Inc's NEE Position: Q2 2026 in Review

Trust Point Inc increased its NextEra Energy (NEE) stake by 3.7% in Q2 2026, buying an estimated $81.7K and bringing the position to 25,495 shares worth $2.24M. The position accounts for 0.19% of the portfolio, ranked #65.

Trust Point Inc first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Trust Point Inc held 25,495 shares of NextEra Energy worth $2.24M as of Q2 2026.
  • Trust Point Inc bought 903 NextEra Energy shares in Q2 2026, an estimated $81.7K.
  • NextEra Energy made up 0.19% of Trust Point Inc's portfolio in Q2 2026, its #65 holding.
  • Trust Point Inc first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's NextEra Energy position peaked at $2.28M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.