BankPlus Wealth Management’s NextEra Energy NEE Stock Holding History

BankPlus Wealth Management’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	$534K	Buy	6,083 +148	+2%	+$13.4K	0.24%	67
2026 Q1	$551K	Sell	5,935 -2,136	-26%	-$190K	0.28%	61
2025 Q4	$648K	Sell	8,071 -284	-3%	-$23.5K	0.36%	49
2025 Q3	$631K	Buy	8,355 +498	+6%	+$36.4K	0.37%	51
2025 Q2	$545K	Buy	7,857 +444	+6%	+$30.8K	0.36%	52
2025 Q1	$526K	Buy	7,413 +305	+4%	+$21.5K	0.39%	51
2024 Q4	$510K	Buy	+7,108	New	+$552K	0.38%	51

Other funds holding NEE

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BankPlus Wealth Management's NEE Position: Q2 2026 in Review

BankPlus Wealth Management increased its NextEra Energy (NEE) stake by 2.5% in Q2 2026, buying an estimated $13.4K and bringing the position to 6,083 shares worth $534K. The position accounts for 0.24% of the portfolio, ranked #67.

BankPlus Wealth Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $648K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

BankPlus Wealth Management held 6,083 shares of NextEra Energy worth $534K as of Q2 2026.
BankPlus Wealth Management bought 148 NextEra Energy shares in Q2 2026, an estimated $13.4K.
NextEra Energy made up 0.24% of BankPlus Wealth Management's portfolio in Q2 2026, its #67 holding.
BankPlus Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's NextEra Energy position peaked at $648K in Q4 2025.
1,299 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.