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Bank of Jackson Hole Trust’s NextEra Energy NEE Stock Holding History

Bank of Jackson Hole Trust’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 		– Sell
-12,857
Closed -$1.19M – 306
2026
Q1 		$1.19M Buy
12,857
+580
+5% +$51.6K 0.58% 40
2025
Q4 		$986K Buy
12,277
+392
+3% +$32.5K 0.47% 57
2025
Q3 		$897K Buy
11,885
+126
+1% +$9.21K 0.45% 55
2025
Q2 		$816K Buy
11,759
+280
+2% +$19.4K 0.46% 55
2025
Q1 		$805K Sell
11,479
-217
-2% -$15.3K 0.52% 45
2024
Q4 		$838K Buy
+11,696
New +$909K 0.56% 45

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Jackson Hole Trust's NEE Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 12,857 shares — an estimated $1.19M sold.

Bank of Jackson Hole Trust first reported a position in NEE in Q4 2024 and held it in 6 quarters. The position peaked at $1.19M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 12,857 NextEra Energy shares in Q2 2026, an estimated $1.19M.
  • Bank of Jackson Hole Trust first reported a position in NextEra Energy in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's NextEra Energy position peaked at $1.19M in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.