BankPlus Trust Department’s NextEra Energy NEE Stock Holding History

BankPlus Trust Department’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	$2.36M	Buy	26,914 +583	+2%	+$52.7K	0.55%	41
2026 Q1	$2.45M	Sell	26,331 -6,611	-20%	-$588K	0.65%	38
2025 Q4	$2.64M	Buy	32,942 +331	+1%	+$27.4K	0.69%	31
2025 Q3	$2.46M	Buy	32,611 +482	+2%	+$35.2K	0.66%	33
2025 Q2	$2.23M	Buy	32,129 +3,123	+11%	+$217K	0.66%	34
2025 Q1	$2.06M	Buy	29,006 +2,711	+10%	+$191K	0.69%	32
2024 Q4	$1.89M	Buy	+26,295	New	+$2.04M	0.62%	33

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BankPlus Trust Department's NEE Position: Q2 2026 in Review

BankPlus Trust Department increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $52.7K and bringing the position to 26,914 shares worth $2.36M. The position accounts for 0.55% of the portfolio, ranked #41.

BankPlus Trust Department first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

BankPlus Trust Department held 26,914 shares of NextEra Energy worth $2.36M as of Q2 2026.
BankPlus Trust Department bought 583 NextEra Energy shares in Q2 2026, an estimated $52.7K.
NextEra Energy made up 0.55% of BankPlus Trust Department's portfolio in Q2 2026, its #41 holding.
BankPlus Trust Department first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's NextEra Energy position peaked at $2.64M in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.