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WhitTier Trust Company’s NextEra Energy NEE Stock Holding History

WhitTier Trust Company’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 		$10.1M Buy
113,722
+5,388
+5% +$487K 0.19% 103
2026
Q1 		$10M Buy
108,334
+6,184
+6% +$550K 0.21% 102
2025
Q4 		$8.28M Sell
102,150
-4,208
-4% -$349K 0.17% 112
2025
Q3 		$8.52M Buy
106,358
+2,418
+2% +$177K 0.18% 105
2025
Q2 		$7.22M Buy
103,940
+2,498
+2% +$174K 0.16% 122
2025
Q1 		$7.19M Buy
101,442
+4,920
+5% +$347K 0.18% 113
2024
Q4 		$6.92M Buy
96,522
+59,130
+158% +$4.59M 0.17% 118
2024
Q3 		$3.16M Buy
37,392
+4,482
+14% +$350K 0.08% 190
2024
Q2 		$2.33M Buy
32,910
+3
+0% +$213 0.06% 206
2024
Q1 		$2.1M Buy
32,907
+784
+2% +$45.9K 0.06% 217
2023
Q4 		$1.95M Sell
32,123
-886
-3% -$50.5K 0.06% 222
2023
Q3 		$1.89M Sell
33,009
-165
-0.5% -$11.4K 0.07% 213
2023
Q2 		$2.46M Buy
33,174
+2,875
+9% +$218K 0.08% 192
2023
Q1 		$2.34M Buy
30,299
+1,228
+4% +$94.4K 0.09% 188
2022
Q4 		$2.43M Sell
29,071
-521
-2% -$42.1K 0.1% 178
2022
Q3 		$2.32M Hold
29,592
– – 0.1% 181
2022
Q2 		$2.29M Buy
29,592
+12
+0% +$914 0.09% 185
2022
Q1 		$2.51M Hold
29,580
– – 0.09% 183
2021
Q4 		$2.76M Hold
29,580
– – 0.1% 169
2021
Q3 		$2.32M Sell
29,580
-871
-3% -$70.2K 0.1% 179
2021
Q2 		$2.23M Buy
30,451
+683
+2% +$51.3K 0.09% 183
2021
Q1 		$2.25M Buy
29,768
+93
+0.3% +$7.26K 0.1% 166
2020
Q4 		$2.29M Buy
29,675
+5,387
+22% +$403K 0.11% 158
2020
Q3 		$1.69M Buy
24,288
+1,000
+4% +$69K 0.1% 176
2020
Q2 		$1.4M Sell
23,288
-780
-3% -$46.7K 0.09% 183
2020
Q1 		$1.45M Buy
24,068
+3,172
+15% +$199K 0.11% 159
2019
Q4 		$1.26M Buy
20,896
+804
+4% +$46.9K 0.08% 192
2019
Q3 		$1.17M Sell
20,092
-60
-0.3% -$3.25K 0.08% 192
2019
Q2 		$1.03M Hold
20,152
– – 0.07% 192
2019
Q1 		$974K Buy
20,152
+692
+4% +$31.6K 0.07% 192
2018
Q4 		$846K Buy
19,460
+944
+5% +$41.3K 0.07% 196
2018
Q3 		$776K Hold
18,516
– – 0.06% 217
2018
Q2 		$773K Sell
18,516
-100
-0.5% -$4.04K 0.06% 216
2018
Q1 		$760K Buy
18,616
+4,480
+32% +$173K 0.06% 217
2017
Q4 		$552K Sell
14,136
-5,680
-29% -$219K 0.05% 247
2017
Q3 		$726K Sell
19,816
-400
-2% -$14.7K 0.07% 220
2017
Q2 		$708K Sell
20,216
-1,120
-5% -$38.3K 0.07% 219
2017
Q1 		$684K Sell
21,336
-15,896
-43% -$500K 0.07% 224
2016
Q4 		$1.11M Sell
37,232
-196
-0.5% -$5.86K 0.12% 161
2016
Q3 		$1.15M Hold
37,428
– – 0.13% 161
2016
Q2 		$1.22M Buy
37,428
+640
+2% +$19.2K 0.14% 153
2016
Q1 		$1.09M Buy
36,788
+2,160
+6% +$60.6K 0.13% 166
2015
Q4 		$899K Buy
34,628
+2,900
+9% +$73.4K 0.11% 185
2015
Q3 		$774K Hold
31,728
– – 0.09% 208
2015
Q2 		$777K Buy
31,728
+444
+1% +$11.3K 0.09% 218
2015
Q1 		$814K Hold
31,284
– – 0.09% 208
2014
Q4 		$831K Hold
31,284
– – 0.09% 210
2014
Q3 		$734K Buy
31,284
+192
+0.6% +$4.64K 0.08% 214
2014
Q2 		$796K Sell
31,092
-200
-0.6% -$4.87K 0.09% 205
2014
Q1 		$748K Buy
31,292
+1,172
+4% +$26.6K 0.09% 197
2013
Q4 		$644K Buy
30,120
+200
+0.7% +$4.22K 0.08% 207
2013
Q3 		$600K Buy
29,920
+40
+0.1% +$826 0.08% 197
2013
Q2 		$608K Buy
+29,880
New +$593K 0.09% 188

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WhitTier Trust Company's NEE Position: Q2 2026 in Review

WhitTier Trust Company increased its NextEra Energy (NEE) stake by 5% in Q2 2026, buying an estimated $487K and bringing the position to 113,722 shares worth $10.1M. The position accounts for 0.19% of the portfolio, ranked #103.

WhitTier Trust Company first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • WhitTier Trust Company held 113,722 shares of NextEra Energy worth $10.1M as of Q2 2026.
  • WhitTier Trust Company bought 5,388 NextEra Energy shares in Q2 2026, an estimated $487K.
  • NextEra Energy made up 0.19% of WhitTier Trust Company's portfolio in Q2 2026, its #103 holding.
  • WhitTier Trust Company first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.