Washington Trust Advisors’s NextEra Energy NEE Stock Holding History

Washington Trust Advisors’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 Q1	$704K	Buy	7,581 +64	+0.9%	+$5.69K	0.06%	136
2025 Q4	$603K	Buy	7,517 +541	+8%	+$44.8K	0.05%	138
2025 Q3	$527K	Buy	6,976 +329	+5%	+$24K	0.04%	148
2025 Q2	$461K	Hold	6,647	–	–	0.04%	142
2025 Q1	$471K	Sell	6,647 -391	-6%	-$27.6K	0.04%	131
2024 Q4	$505K	Sell	7,038 -727	-9%	-$56.5K	0.04%	127
2024 Q3	$656K	Sell	7,765 -1,092	-12%	-$85.2K	0.06%	115
2024 Q2	$627K	Buy	8,857 +4,200	+90%	+$298K	0.06%	115
2024 Q1	$298K	Buy	4,657 +757	+19%	+$44.3K	0.03%	158
2023 Q4	$237K	Hold	3,900	–	–	0.02%	178
2023 Q3	$223K	Sell	3,900 -800	-17%	-$55.4K	0.02%	175
2023 Q2	$349K	Buy	4,700 +1,569	+50%	+$119K	0.03%	136
2023 Q1	$241K	Buy	3,131 +43	+1%	+$3.31K	0.02%	162
2022 Q4	$258K	Hold	3,088	–	–	0.03%	159
2022 Q3	$242K	Sell	3,088 -16	-0.5%	-$1.36K	0.02%	185
2022 Q2	$240K	Sell	3,104 -6,413	-67%	-$488K	0.02%	187
2022 Q1	$806K	Sell	9,517 -1,562	-14%	-$125K	0.06%	121
2021 Q4	$1.03M	Buy	+11,079	New	+$957K	0.07%	115

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Washington Trust Advisors's NEE Position: Q1 2026 in Review

Washington Trust Advisors increased its NextEra Energy (NEE) stake by 0.85% in Q1 2026, buying an estimated $5.69K and bringing the position to 7,581 shares worth $704K. The position accounts for 0.06% of the portfolio, ranked #136.

Washington Trust Advisors first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Washington Trust Advisors held 7,581 shares of NextEra Energy worth $704K as of Q1 2026.
Washington Trust Advisors bought 64 NextEra Energy shares in Q1 2026, an estimated $5.69K.
NextEra Energy made up 0.06% of Washington Trust Advisors's portfolio in Q1 2026, its #136 holding.
Washington Trust Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's NextEra Energy position peaked at $1.03M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.