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Bank of Marin’s NextEra Energy NEE Stock Holding History

Bank of Marin’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 		$300K Hold
3,232
– – 0.22% 114
2025
Q4 		$259K Hold
3,232
– – 0.18% 120
2025
Q3 		$244K Buy
3,232
+325
+11% +$23.7K 0.17% 124
2025
Q2 		$202K Sell
2,907
-1,200
-29% -$83.4K 0.15% 126
2025
Q1 		$291K Sell
4,107
-500
-11% -$35.3K 0.37% 75
2024
Q4 		$330K Buy
4,607
+500
+12% +$38.8K 0.26% 105
2024
Q3 		$347K Hold
4,107
– – 0.28% 95
2024
Q2 		$291K Sell
4,107
-340
-8% -$24.1K 0.25% 101
2024
Q1 		$284K Hold
4,447
– – 0.25% 104
2023
Q4 		$270K Sell
4,447
-778
-15% -$44.3K 0.24% 106
2023
Q3 		$299K Sell
5,225
-160
-3% -$11.1K 0.29% 91
2023
Q2 		$400K Sell
5,385
-600
-10% -$45.4K 0.37% 83
2023
Q1 		$461K Sell
5,985
-470
-7% -$36.1K 0.44% 78
2022
Q4 		$540K Sell
6,455
-480
-7% -$38.8K 0.51% 70
2022
Q3 		$544K Sell
6,935
-520
-7% -$44.1K 0.54% 68
2022
Q2 		$577K Sell
7,455
-180
-2% -$13.7K 0.51% 68
2022
Q1 		$647K Sell
7,635
-65
-0.8% -$5.21K 0.47% 71
2021
Q4 		$719K Sell
7,700
-100
-1% -$8.64K 0.48% 68
2021
Q3 		$612K Sell
7,800
-60
-0.8% -$4.84K 0.45% 74
2021
Q2 		$576K Hold
7,860
– – 0.42% 78
2021
Q1 		$594K Sell
7,860
-540
-6% -$42.1K 0.47% 77
2020
Q4 		$648K Sell
8,400
-60
-0.7% -$4.49K 0.55% 67
2020
Q3 		$587K Sell
8,460
-780
-8% -$53.9K 0.6% 59
2020
Q2 		$555K Hold
9,240
– – 0.63% 55
2020
Q1 		$556K Sell
9,240
-1,280
-12% -$80.5K 0.76% 47
2019
Q4 		$637K Buy
+10,520
New +$614K 0.64% 53

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Marin's NEE Position: Q1 2026 in Review

Bank of Marin held its NextEra Energy (NEE) position steady in Q1 2026 at 3,232 shares worth $300K. The position accounts for 0.22% of the portfolio, ranked #114.

Bank of Marin first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $719K in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bank of Marin held 3,232 shares of NextEra Energy worth $300K as of Q1 2026.
  • Bank of Marin left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.22% of Bank of Marin's portfolio in Q1 2026, its #114 holding.
  • Bank of Marin first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Bank of Marin's NextEra Energy position peaked at $719K in Q4 2021.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.