AMG National Trust Bank’s NextEra Energy NEE Stock Holding History

AMG National Trust Bank’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	$6.55M	Buy	70,536 +10,182	+17%	+$905K	0.14%	101
2025 Q4	$4.85M	Buy	60,354 +3,731	+7%	+$309K	0.11%	109
2025 Q3	$4.27M	Sell	56,623 -6,528	-10%	-$477K	0.1%	115
2025 Q2	$4.38M	Sell	63,151 -438	-0.7%	-$30.4K	0.11%	114
2025 Q1	$4.51M	Sell	63,589 -1,842	-3%	-$130K	0.13%	104
2024 Q4	$4.69M	Sell	65,431 -389	-0.6%	-$30.2K	0.13%	103
2024 Q3	$5.56M	Sell	65,820 -9,355	-12%	-$730K	0.15%	93
2024 Q2	$5.32M	Buy	75,175 +21,883	+41%	+$1.55M	0.14%	102
2024 Q1	$3.41M	Buy	53,292 +22,237	+72%	+$1.3M	0.1%	134
2023 Q4	$1.89M	Sell	31,055 -1,404	-4%	-$80K	0.06%	191
2023 Q3	$1.86M	Sell	32,459 -1,527	-4%	-$106K	0.07%	183
2023 Q2	$2.52M	Sell	33,986 -811	-2%	-$61.4K	0.08%	153
2023 Q1	$2.68M	Sell	34,797 -3,484	-9%	-$268K	0.09%	144
2022 Q4	$3.2M	Buy	38,281 +309	+0.8%	+$25K	0.12%	120
2022 Q3	$2.98M	Buy	37,972 +7,170	+23%	+$608K	0.11%	129
2022 Q2	$2.56M	Sell	30,802 -73	-0.2%	-$5.56K	0.1%	140
2022 Q1	$2.62M	Sell	30,875 -2,088	-6%	-$167K	0.08%	147
2021 Q4	$3.08M	Sell	32,963 -1,897	-5%	-$164K	0.09%	137
2021 Q3	$2.74M	Buy	34,860 +1,692	+5%	+$136K	0.09%	139
2021 Q2	$2.43M	Buy	33,168 +4,282	+15%	+$321K	0.08%	153
2021 Q1	$2.18M	Sell	28,886 -21,676	-43%	-$1.69M	0.07%	163
2020 Q4	$3.9M	Buy	50,562 +5,054	+11%	+$378K	0.14%	98
2020 Q3	$3.16M	Sell	45,508 -1,300	-3%	-$89.8K	0.13%	107
2020 Q2	$2.81M	Buy	46,808 +42,940	+1,110%	+$2.57M	0.12%	118
2020 Q1	$233K	Hold	3,868	–	–	0.02%	211
2019 Q4	$234K	Hold	3,868	–	–	0.01%	231
2019 Q3	$225K	Buy	+3,868	New	+$209K	0.01%	230
2018 Q2	–	Sell	-7,868	Closed	-$321K	–	252
2018 Q1	$321K	Hold	7,868	–	–	0.02%	204
2017 Q4	$307K	Hold	7,868	–	–	0.02%	206
2017 Q3	$288K	Sell	7,868 -40	-0.5%	-$1.47K	0.02%	205
2017 Q2	$277K	Hold	7,908	–	–	0.02%	212
2017 Q1	$254K	Hold	7,908	–	–	0.02%	225
2016 Q4	$236K	Sell	7,908 -264	-3%	-$7.89K	0.02%	224
2016 Q3	$250K	Sell	8,172 -964	-11%	-$30.4K	0.02%	226
2016 Q2	$298K	Buy	9,136 +160	+2%	+$4.8K	0.03%	215
2016 Q1	$266K	Buy	8,976 +44	+0.5%	+$1.24K	0.02%	224
2015 Q4	$232K	Hold	8,932	–	–	0.02%	235
2015 Q3	$218K	Sell	8,932 -1,608	-15%	-$40.9K	0.02%	241
2015 Q2	$258K	Buy	10,540 +1,608	+18%	+$40.9K	0.02%	225
2015 Q1	$232K	Hold	8,932	–	–	0.02%	224
2014 Q4	$237K	Buy	+8,932	New	+$226K	0.02%	226
2014 Q3	–	Sell	-8,400	Closed	-$215K	–	251
2014 Q2	$215K	Hold	8,400	–	–	0.02%	222
2014 Q1	$201K	Buy	+8,400	New	+$190K	0.02%	226

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

AMG National Trust Bank's NEE Position: Q1 2026 in Review

AMG National Trust Bank increased its NextEra Energy (NEE) stake by 17% in Q1 2026, buying an estimated $905K and bringing the position to 70,536 shares worth $6.55M. The position accounts for 0.14% of the portfolio, ranked #101.

AMG National Trust Bank first reported a position in NEE in Q1 2014 and has held it in 43 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

AMG National Trust Bank held 70,536 shares of NextEra Energy worth $6.55M as of Q1 2026.
AMG National Trust Bank bought 10,182 NextEra Energy shares in Q1 2026, an estimated $905K.
NextEra Energy made up 0.14% of AMG National Trust Bank's portfolio in Q1 2026, its #101 holding.
AMG National Trust Bank first reported a position in NextEra Energy in Q1 2014 and has held it in 43 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.