Citizens Business Bank’s NextEra Energy NEE Stock Holding History

Citizens Business 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 Q1	$276K	Hold	2,975	–	–	0.05%	119
2025 Q4	$239K	Sell	2,975 -300	-9%	-$24.8K	0.04%	127
2025 Q3	$247K	Hold	3,275	–	–	0.04%	136
2025 Q2	$227K	Buy	3,275 +50	+2%	+$3.47K	0.04%	97
2025 Q1	$229K	Buy	3,225 +1,205	+60%	+$85.1K	0.05%	98
2024 Q4	$231K	Sell	2,020 -1,205	-37%	-$93.6K	0.04%	101
2024 Q3	$273K	Sell	3,225 -184	-5%	-$14.4K	0.06%	101
2024 Q2	$241K	Buy	3,409 +184	+6%	+$13.1K	0.05%	98
2024 Q1	$206K	Buy	+3,225	New	+$189K	0.04%	107
2023 Q4	–	Sell	-6,225	Closed	-$357K	–	110
2023 Q3	$357K	Buy	6,225 +725	+13%	+$50.2K	0.08%	90
2023 Q2	$408K	Sell	5,500 -500	-8%	-$37.9K	0.09%	85
2023 Q1	$462K	Hold	6,000	–	–	0.11%	82
2022 Q4	$502K	Hold	6,000	–	–	0.11%	80
2022 Q3	$470K	Sell	6,000 -42,867	-88%	-$3.64M	0.11%	79
2022 Q2	$3.78M	Hold	48,867	–	–	0.54%	50
2022 Q1	$4.14M	Sell	48,867 -292	-0.6%	-$23.4K	0.5%	56
2021 Q4	$4.59M	Buy	49,159 +82	+0.2%	+$7.09K	0.56%	46
2021 Q3	$3.85M	Sell	49,077 -12,415	-20%	-$1M	0.51%	51
2021 Q2	$4.51M	Hold	61,492	–	–	0.59%	41
2021 Q1	$4.65M	Sell	61,492 -1,000	-2%	-$78K	0.65%	38
2020 Q4	$4.82M	Sell	62,492 -1,200	-2%	-$89.8K	0.71%	27
2020 Q3	$4.42M	Sell	63,692 -4,280	-6%	-$295K	0.75%	31
2020 Q2	$4.08M	Buy	67,972 +1,100	+2%	+$65.8K	0.72%	33
2020 Q1	$4.02M	Hold	66,872	–	–	0.83%	26
2019 Q4	$4.05M	Sell	66,872 -2,600	-4%	-$152K	0.67%	33
2019 Q3	$4.05M	Sell	69,472 -1,476	-2%	-$79.9K	0.67%	32
2019 Q2	$3.63M	Sell	70,948 -100	-0.1%	-$4.92K	0.6%	36
2019 Q1	$3.43M	Buy	71,048 +6,064	+9%	+$277K	0.59%	41
2018 Q4	$2.82M	Hold	64,984	–	–	0.54%	44
2018 Q3	$2.72M	Hold	64,984	–	–	0.46%	55
2018 Q2	$2.71M	Sell	64,984 -400	-0.6%	-$16.2K	0.47%	53
2018 Q1	$2.67M	Hold	65,384	–	–	0.47%	57
2017 Q4	$2.55M	Buy	65,384 +428	+0.7%	+$16.5K	0.42%	65
2017 Q3	$2.38M	Hold	64,956	–	–	0.4%	67
2017 Q2	$2.27M	Hold	64,956	–	–	0.38%	69
2017 Q1	$2.08M	Hold	64,956	–	–	0.35%	75
2016 Q4	$1.94M	Hold	64,956	–	–	0.35%	75
2016 Q3	$1.99M	Sell	64,956 -880	-1%	-$27.7K	0.37%	74
2016 Q2	$2.15M	Sell	65,836 -280	-0.4%	-$8.41K	0.4%	70
2016 Q1	$1.96M	Sell	66,116 -264	-0.4%	-$7.41K	0.37%	75
2015 Q4	$1.72M	Hold	66,380	–	–	0.33%	82
2015 Q3	$1.62M	Sell	66,380 -560	-0.8%	-$14.2K	0.3%	86
2015 Q2	$1.64M	Sell	66,940 -468	-0.7%	-$11.9K	0.29%	91
2015 Q1	$1.75M	Buy	67,408 +792	+1%	+$20.9K	0.31%	93
2014 Q4	$1.77M	Sell	66,616 -400	-0.6%	-$10.1K	0.32%	93
2014 Q3	$1.57M	Hold	67,016	–	–	0.3%	92
2014 Q2	$1.72M	Sell	67,016 -6,600	-9%	-$161K	0.33%	92
2014 Q1	$1.76M	Buy	73,616 +400	+0.5%	+$9.06K	0.34%	95
2013 Q4	$1.57M	Hold	73,216	–	–	0.32%	98
2013 Q3	$1.47M	Sell	73,216 -3,008	-4%	-$62.1K	0.31%	90
2013 Q2	$1.55M	Buy	+76,224	New	+$1.51M	0.35%	82

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citizens Business Bank's NEE Position: Q1 2026 in Review

Citizens Business Bank held its NextEra Energy (NEE) position steady in Q1 2026 at 2,975 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #119.

Citizens Business Bank first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.82M in Q4 2020. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Citizens Business Bank held 2,975 shares of NextEra Energy worth $276K as of Q1 2026.
Citizens Business Bank left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.05% of Citizens Business Bank's portfolio in Q1 2026, its #119 holding.
Citizens Business Bank first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
Citizens Business Bank's NextEra Energy position peaked at $4.82M in Q4 2020.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Citizens Business Bank's 13F filing for Q1 2026, filed 1 May 2026.