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Bank of Stockton’s NextEra Energy NEE Stock Holding History

Bank of Stockton’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 		$757K Sell
8,629
-100
-1% -$9.05K 0.21% 76
2026
Q1 		$811K Sell
8,729
-1,737
-17% -$154K 0.25% 71
2025
Q4 		$840K Sell
10,466
-945
-8% -$78.3K 0.24% 70
2025
Q3 		$861K Buy
11,411
+249
+2% +$18.2K 0.25% 65
2025
Q2 		$775K Sell
11,162
-42
-0.4% -$2.92K 0.23% 62
2025
Q1 		$794K Sell
11,204
-670
-6% -$47.3K 0.25% 61
2024
Q4 		$851K Sell
11,874
-33
-0.3% -$2.56K 0.26% 56
2024
Q3 		$1.01M Sell
11,907
-814
-6% -$63.5K 0.3% 50
2024
Q2 		$901K Sell
12,721
-716
-5% -$50.8K 0.29% 51
2024
Q1 		$859K Sell
13,437
-317
-2% -$18.6K 0.27% 54
2023
Q4 		$788K Sell
13,754
-601
-4% -$34.3K 0.26% 54
2023
Q3 		$826K Sell
14,355
-3,784
-21% -$262K 0.31% 52
2023
Q2 		$1.35M Sell
18,139
-43
-0.2% -$3.25K 0.46% 38
2023
Q1 		$1.4M Sell
18,182
-2,382
-12% -$183K 0.49% 35
2022
Q4 		$1.72M Sell
20,564
-543
-3% -$43.9K 0.6% 32
2022
Q3 		$1.66M Sell
21,107
-1,025
-5% -$87K 0.64% 31
2022
Q2 		$1.71M Sell
22,132
-1,458
-6% -$111K 0.64% 32
2022
Q1 		$2M Sell
23,590
-2,352
-9% -$188K 0.62% 34
2021
Q4 		$2.42M Sell
25,942
-500
-2% -$43.2K 0.71% 30
2021
Q3 		$2.08M Sell
26,442
-155
-0.6% -$12.5K 0.64% 32
2021
Q2 		$1.95M Sell
26,597
-1,185
-4% -$88.9K 0.59% 39
2021
Q1 		$2.1M Buy
27,782
+907
+3% +$70.8K 0.7% 33
2020
Q4 		$2.07M Sell
26,875
-965
-3% -$72.2K 0.8% 27
2020
Q3 		$1.93M Buy
27,840
+1,484
+6% +$102K 0.81% 24
2020
Q2 		$1.58M Buy
26,356
+2,288
+10% +$137K 0.69% 29
2020
Q1 		$1.45M Sell
24,068
-20
-0.1% -$1.26K 0.79% 27
2019
Q4 		$1.46M Sell
24,088
-344
-1% -$20.1K 0.62% 36
2019
Q3 		$1.42M Buy
24,432
+2,816
+13% +$152K 0.62% 37
2019
Q2 		$1.11M Sell
21,616
-80
-0.4% -$3.94K 0.56% 42
2019
Q1 		$1.05M Buy
21,696
+200
+0.9% +$9.14K 0.54% 44
2018
Q4 		$934K Sell
21,496
-40
-0.2% -$1.75K 0.57% 46
2018
Q3 		$902K Buy
21,536
+520
+2% +$22.1K 0.46% 50
2018
Q2 		$877K Buy
21,016
+120
+0.6% +$4.85K 0.48% 48
2018
Q1 		$853K Buy
20,896
+160
+0.8% +$6.17K 0.36% 55
2017
Q4 		$808K Sell
20,736
-100
-0.5% -$3.86K 0.33% 58
2017
Q3 		$762K Buy
20,836
+716
+4% +$26.2K 0.35% 58
2017
Q2 		$704K Buy
20,120
+300
+2% +$10.3K 0.32% 58
2017
Q1 		$635K Buy
19,820
+700
+4% +$22K 0.29% 60
2016
Q4 		$571K Sell
19,120
-1,460
-7% -$43.6K 0.27% 60
2016
Q3 		$629K Sell
20,580
-1,200
-6% -$37.8K 0.31% 59
2016
Q2 		$710K Sell
21,780
-9,280
-30% -$279K 0.38% 51
2016
Q1 		$919K Buy
31,060
+8,912
+40% +$250K 0.5% 44
2015
Q4 		$576K Sell
22,148
-192
-0.9% -$4.86K 0.33% 56
2015
Q3 		$544K Buy
22,340
+300
+1% +$7.63K 0.33% 54
2015
Q2 		$540K Buy
22,040
+240
+1% +$6.1K 0.3% 54
2015
Q1 		$567K Buy
21,800
+1,900
+10% +$50.1K 0.31% 58
2014
Q4 		$528K Buy
19,900
+1,380
+7% +$34.8K 0.3% 58
2014
Q3 		$435K Sell
18,520
-340
-2% -$8.21K 0.26% 65
2014
Q2 		$483K Sell
18,860
-120
-0.6% -$2.92K 0.28% 61
2014
Q1 		$453K Sell
18,980
-200
-1% -$4.53K 0.28% 64
2013
Q4 		$411K Sell
19,180
-620
-3% -$13.1K 0.26% 70
2013
Q3 		$397K Buy
19,800
+1,200
+6% +$24.8K 0.28% 69
2013
Q2 		$379K Buy
+18,600
New +$369K 0.3% 73

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Bank of Stockton's NEE Position: Q2 2026 in Review

Bank of Stockton reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $9.05K and leaving 8,629 shares worth $757K. The position accounts for 0.21% of the portfolio, ranked #76.

Bank of Stockton first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.42M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Bank of Stockton held 8,629 shares of NextEra Energy worth $757K as of Q2 2026.
  • Bank of Stockton sold 100 NextEra Energy shares in Q2 2026, an estimated $9.05K.
  • NextEra Energy made up 0.21% of Bank of Stockton's portfolio in Q2 2026, its #76 holding.
  • Bank of Stockton first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Bank of Stockton's NextEra Energy position peaked at $2.42M in Q4 2021.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.