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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
Q2 		$256K Sell
2,914
-318
-10% -$28.8K 0.18% 123
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% -$53.8K 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 $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 $3.38T AUM 44.17% 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 Marin's NEE Position: Q2 2026 in Review

Bank of Marin reduced its NextEra Energy (NEE) stake by 9.8% in Q2 2026, selling an estimated $28.8K and leaving 2,914 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #123.

Bank of Marin first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $719K in Q4 2021. 3,053 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Bank of Marin held 2,914 shares of NextEra Energy worth $256K as of Q2 2026.
  • Bank of Marin sold 318 NextEra Energy shares in Q2 2026, an estimated $28.8K.
  • NextEra Energy made up 0.18% of Bank of Marin's portfolio in Q2 2026, its #123 holding.
  • Bank of Marin first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Bank of Marin's NextEra Energy position peaked at $719K in Q4 2021.
  • 3,053 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.