Bank & Trust Company’s NextEra Energy NEE Stock Holding History

Bank & Trust Company’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 Q3	$6.67K	Hold	88	–	–	﹤0.01%	264
2026 Q2	$7.72K	Hold	88	–	–	﹤0.01%	255
2026 Q1	$8.17K	Hold	88	–	–	0.01%	251
2025 Q4	$7.07K	Hold	88	–	–	0.01%	244
2025 Q3	$6.64K	Hold	88	–	–	﹤0.01%	239
2025 Q2	$6.11K	Hold	88	–	–	﹤0.01%	244
2025 Q1	$6.24K	Hold	88	–	–	0.01%	242
2024 Q4	$6.31K	Hold	88	–	–	0.01%	240
2024 Q3	$7.44K	Hold	88	–	–	0.01%	235
2024 Q2	$6.23K	Buy	+88	New	+$6.24K	0.01%	241

Other funds holding NEE

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Bank & Trust Company's NEE Position: Q3 2026 in Review

Bank & Trust Company held its NextEra Energy (NEE) position steady in Q3 2026 at 88 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Bank & Trust Company first reported a position in NEE in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.17K in Q1 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Bank & Trust Company held 88 shares of NextEra Energy worth $6.67K as of Q3 2026.
Bank & Trust Company left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up ﹤0.01% of Bank & Trust Company's portfolio in Q3 2026, its #264 holding.
Bank & Trust Company first reported a position in NextEra Energy in Q2 2024 and has held it in 10 quarters since.
Bank & Trust Company's NextEra Energy position peaked at $8.17K in Q1 2026.
155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Bank & Trust Company's 13F filing for Q3 2026, filed 7 Oct 2026.