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Berkshire Bank’s NextEra Energy NEE Stock Holding History

Berkshire Bank’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 		$4.14M Sell
47,203
-1,821
-4% -$165K 0.8% 31
2026
Q1 		$4.55M Buy
49,024
+4,004
+9% +$356K 0.93% 25
2025
Q4 		$3.61M Sell
45,020
-4,060
-8% -$336K 0.73% 33
2025
Q3 		$3.71M Sell
49,080
-1,513
-3% -$111K 0.8% 29
2025
Q2 		$3.51M Buy
50,593
+900
+2% +$62.5K 0.8% 28
2025
Q1 		$3.52M Buy
49,693
+3,832
+8% +$270K 0.86% 27
2024
Q4 		$3.29M Sell
45,861
-614
-1% -$47.7K 0.76% 32
2024
Q3 		$3.93M Buy
46,475
+1,307
+3% +$102K 0.92% 29
2024
Q2 		$3.2M Sell
45,168
-2,991
-6% -$212K 0.8% 32
2024
Q1 		$3.08M Buy
48,159
+1,776
+4% +$104K 0.76% 33
2023
Q4 		$2.82M Buy
46,383
+35
+0.1% +$2K 0.75% 34
2023
Q3 		$2.66M Buy
46,348
+816
+2% +$56.5K 0.76% 35
2023
Q2 		$3.38M Buy
45,532
+455
+1% +$34.4K 0.93% 28
2023
Q1 		$3.47M Sell
45,077
-974
-2% -$74.9K 1.03% 25
2022
Q4 		$3.85M Sell
46,051
-2,952
-6% -$238K 1.18% 21
2022
Q3 		$3.84M Buy
49,003
+91
+0.2% +$7.72K 1.18% 21
2022
Q2 		$3.79M Buy
48,912
+2,399
+5% +$183K 1.1% 25
2022
Q1 		$3.94M Buy
46,513
+858
+2% +$68.8K 0.94% 31
2021
Q4 		$4.26M Buy
45,655
+1,988
+5% +$172K 0.94% 30
2021
Q3 		$3.43M Sell
43,667
-845
-2% -$68.1K 0.84% 35
2021
Q2 		$3.26M Sell
44,512
-713
-2% -$53.5K 0.79% 36
2021
Q1 		$3.42M Sell
45,225
-1,179
-3% -$92K 0.86% 31
2020
Q4 		$3.58M Buy
46,404
+1,332
+3% +$99.6K 0.89% 26
2020
Q3 		$3.13M Buy
+45,072
New +$3.11M 0.83% 31

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Berkshire Bank's NEE Position: Q2 2026 in Review

Berkshire Bank reduced its NextEra Energy (NEE) stake by 3.7% in Q2 2026, selling an estimated $165K and leaving 47,203 shares worth $4.14M. The position accounts for 0.8% of the portfolio, ranked #31.

Berkshire Bank first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.55M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Berkshire Bank held 47,203 shares of NextEra Energy worth $4.14M as of Q2 2026.
  • Berkshire Bank sold 1,821 NextEra Energy shares in Q2 2026, an estimated $165K.
  • NextEra Energy made up 0.8% of Berkshire Bank's portfolio in Q2 2026, its #31 holding.
  • Berkshire Bank first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's NextEra Energy position peaked at $4.55M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.