CSB
NEE icon

City State Bank’s NextEra Energy NEE Stock Holding History

City State 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 		$919K Sell
10,466
-40
-0.4% -$3.62K 0.21% 88
2026
Q1 		$976K Buy
10,506
+135
+1% +$12K 0.25% 79
2025
Q4 		$833K Sell
10,371
-30
-0.3% -$2.48K 0.23% 86
2025
Q3 		$785K Hold
10,401
– – 0.23% 88
2025
Q2 		$722K Sell
10,401
-246
-2% -$17.1K 0.23% 89
2025
Q1 		$755K Sell
10,647
-2,290
-18% -$162K 0.25% 80
2024
Q4 		$927K Sell
12,937
-300
-2% -$23.3K 0.33% 64
2024
Q3 		$1.12M Hold
13,237
– – 0.41% 58
2024
Q2 		$937K Sell
13,237
-1,283
-9% -$91K 0.38% 62
2024
Q1 		$928K Buy
14,520
+1,033
+8% +$60.5K 0.41% 57
2023
Q4 		$819K Buy
13,487
+856
+7% +$48.8K 0.41% 59
2023
Q3 		$724K Sell
12,631
-400
-3% -$27.7K 0.4% 61
2023
Q2 		$967K Buy
13,031
+2,997
+30% +$227K 0.52% 52
2023
Q1 		$773K Sell
10,034
-300
-3% -$23.1K 0.44% 61
2022
Q4 		$864K Sell
10,334
-250
-2% -$20.2K 0.53% 54
2022
Q3 		$830K Sell
10,584
-200
-2% -$17K 0.58% 46
2022
Q2 		$835K Sell
10,784
-30
-0.3% -$2.28K 0.58% 48
2022
Q1 		$916K Buy
10,814
+282
+3% +$22.6K 0.55% 52
2021
Q4 		$983K Buy
+10,532
New +$910K 0.61% 44

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

City State Bank's NEE Position: Q2 2026 in Review

City State Bank reduced its NextEra Energy (NEE) stake by 0.38% in Q2 2026, selling an estimated $3.62K and leaving 10,466 shares worth $919K. The position accounts for 0.21% of the portfolio, ranked #88.

City State Bank first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q3 2024. 1,449 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • City State Bank held 10,466 shares of NextEra Energy worth $919K as of Q2 2026.
  • City State Bank sold 40 NextEra Energy shares in Q2 2026, an estimated $3.62K.
  • NextEra Energy made up 0.21% of City State Bank's portfolio in Q2 2026, its #88 holding.
  • City State Bank first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • City State Bank's NextEra Energy position peaked at $1.12M in Q3 2024.
  • 1,449 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.