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Cadence Bank’s NextEra Energy NEE Stock Holding History

Cadence 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
2025
Q4 		$880K Buy
10,964
+288
+3% +$23.9K 0.05% 181
2025
Q3 		$806K Sell
10,676
-119
-1% -$8.7K 0.05% 189
2025
Q2 		$749K Buy
10,795
+205
+2% +$14.2K 0.05% 193
2025
Q1 		$751K Buy
10,590
+450
+4% +$31.8K 0.05% 186
2024
Q4 		$727K Sell
10,140
-353
-3% -$27.4K 0.05% 188
2024
Q3 		$887K Sell
10,493
-1,979
-16% -$154K 0.06% 171
2024
Q2 		$883K Buy
12,472
+140
+1% +$9.93K 0.07% 148
2024
Q1 		$788K Sell
12,332
-287
-2% -$16.8K 0.06% 181
2023
Q4 		$766K Buy
12,619
+784
+7% +$44.7K 0.06% 181
2023
Q3 		$678K Buy
11,835
+1,407
+13% +$97.4K 0.06% 184
2023
Q2 		$774K Sell
10,428
-140
-1% -$10.6K 0.07% 178
2023
Q1 		$815K Buy
10,568
+845
+9% +$65K 0.08% 172
2022
Q4 		$813K Sell
9,723
-1
-0% -$81 0.08% 170
2022
Q3 		$763K Buy
+9,724
New +$825K 0.08% 162

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cadence Bank's NEE Position: Q4 2025 in Review

Cadence Bank increased its NextEra Energy (NEE) stake by 2.7% in Q4 2025, buying an estimated $23.9K and bringing the position to 10,964 shares worth $880K. The position accounts for 0.05% of the portfolio, ranked #181.

Cadence Bank first reported a position in NEE in Q3 2022 and has held it in 14 quarters since. The position peaked at $887K in Q3 2024. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Cadence Bank held 10,964 shares of NextEra Energy worth $880K as of Q4 2025.
  • Cadence Bank bought 288 NextEra Energy shares in Q4 2025, an estimated $23.9K.
  • NextEra Energy made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #181 holding.
  • Cadence Bank first reported a position in NextEra Energy in Q3 2022 and has held it in 14 quarters since.
  • Cadence Bank's NextEra Energy position peaked at $887K in Q3 2024.
  • 2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.