SEC 13F Intelligence

Florida Trust Wealth Management Co / NEE

Florida Trust Wealth Management Co’s Nextera Energy Inc Position

Does Florida Trust Wealth Management Co own Nextera Energy Inc (NEE)? Yes — 263.6K shares worth $24M (+0.69% of its 13F portfolio) as of Q1 2026, up from 262.5K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
263.6K
% of Portfolio
+0.69%
Quarters Held
10
currently held

Position History NEE

Reported value by quarter
Q4 ’23: $14MQ4 ’23Q1 ’24: $18MQ2 ’24: $19MQ2 ’24Q3 ’24: $22MQ4 ’24: $19MQ4 ’24Q1 ’25: $19MQ2 ’25: $18MQ2 ’25Q3 ’25: $20MQ4 ’25: $21MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026263.6K$24M+0.69%
Q4 2025262.5K$21M+0.58%
Q3 2025260.5K$20M+0.56%
Q2 2025258.8K$18M+0.55%
Q1 2025265.1K$19M+0.61%
Q4 2024263.2K$19M+0.60%
Q3 2024262.0K$22M+0.71%
Q2 2024265.2K$19M+0.64%
Q1 2024274.3K$18M+0.60%
Q4 2023238.7K$14M+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Trust Wealth Management Co’s full portfolio or all institutional holders of NEE.