Citizens National Bank Trust Department’s NextEra Energy NEE Stock Holding History

Citizens National Bank 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	$7.21M	Sell	82,100 -6	-0%	-$543	1.06%	26
2026 Q1	$7.63M	Sell	82,106 -1,133	-1%	-$101K	1.27%	22
2025 Q4	$6.68M	Buy	83,239 +73	+0.1%	+$6.05K	1.15%	24
2025 Q3	$6.28M	Buy	83,166 +3,835	+5%	+$280K	1.12%	25
2025 Q2	$5.51M	Buy	79,331 +109	+0.1%	+$7.57K	1.1%	27
2025 Q1	$5.62M	Buy	79,222 +3,590	+5%	+$253K	1.2%	27
2024 Q4	$5.42M	Sell	75,632 -950	-1%	-$73.8K	1.15%	27
2024 Q3	$6.47M	Sell	76,582 -400	-0.5%	-$31.2K	1.36%	24
2024 Q2	$5.45M	Buy	76,982 +755	+1%	+$53.6K	1.21%	28
2024 Q1	$4.87M	Buy	76,227 +5,093	+7%	+$298K	1.13%	28
2023 Q4	$4.32M	Buy	71,134 +1,260	+2%	+$71.8K	1.1%	28
2023 Q3	$4M	Buy	69,874 +1,780	+3%	+$123K	1.1%	27
2023 Q2	$5.05M	Buy	68,094 +1,770	+3%	+$134K	1.34%	26
2023 Q1	$5.11M	Sell	66,324 -860	-1%	-$66.1K	1.42%	23
2022 Q4	$5.62M	Sell	67,184 -1,115	-2%	-$90.1K	1.58%	19
2022 Q3	$5.36M	Sell	68,299 -1,879	-3%	-$159K	1.66%	17
2022 Q2	$5.44M	Buy	70,178 +28,028	+66%	+$2.13M	1.56%	17
2022 Q1	$2.99M	Buy	42,150 +4,370	+12%	+$350K	1.2%	28
2021 Q4	$3.53M	Sell	37,780 -25,903	-41%	-$2.24M	1.34%	22
2021 Q3	$5M	Sell	63,683 -350	-0.5%	-$28.2K	1.42%	18
2021 Q2	$4.69M	Buy	64,033 +470	+0.7%	+$35.3K	1.34%	23
2021 Q1	$4.81M	Buy	63,563 +3,985	+7%	+$311K	1.46%	19
2020 Q4	$4.6M	Buy	59,578 +50	+0.1%	+$3.74K	1.5%	17
2020 Q3	$4.13M	Buy	59,528 +4,080	+7%	+$282K	1.61%	15
2020 Q2	$3.33M	Sell	55,448 -2,900	-5%	-$174K	1.42%	23
2020 Q1	$3.51M	Buy	+58,348	New	+$3.67M	1.87%	16

Other funds holding NEE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citizens National Bank Trust Department's NEE Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its NextEra Energy (NEE) stake by 0.01% in Q2 2026, selling an estimated $543 and leaving 82,100 shares worth $7.21M. The position accounts for 1.06% of the portfolio, ranked #26.

Citizens National Bank Trust Department first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.63M in Q1 2026. 1,868 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Citizens National Bank Trust Department held 82,100 shares of NextEra Energy worth $7.21M as of Q2 2026.
Citizens National Bank Trust Department sold 6 NextEra Energy shares in Q2 2026, an estimated $543.
NextEra Energy made up 1.06% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #26 holding.
Citizens National Bank Trust Department first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
Citizens National Bank Trust Department's NextEra Energy position peaked at $7.63M in Q1 2026.
1,868 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.