Community Bank & Trust (Waco, Texas)’s NextEra Energy NEE Stock Holding History

Community Bank & Trust (Waco, Texas)’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
2023 Q4	–	Sell	-2,888	Closed	-$226K	–	144
2023 Q3	$226K	Buy	2,888 +80	+3%	+$5.54K	0.08%	116
2023 Q2	$208K	Hold	2,808	–	–	0.06%	133
2023 Q1	$216K	Sell	2,808 -80	-3%	-$6.15K	0.07%	130
2022 Q4	$241K	Hold	2,888	–	–	0.08%	122
2022 Q3	$226K	Hold	2,888	–	–	0.08%	116
2022 Q2	$224K	Hold	2,888	–	–	0.07%	123
2022 Q1	$245K	Hold	2,888	–	–	0.07%	128
2021 Q4	$270K	Hold	2,888	–	–	0.08%	116
2021 Q3	$227K	Sell	2,888 -80	-3%	-$6.45K	0.07%	120
2021 Q2	$217K	Sell	2,968 -740	-20%	-$55.5K	0.07%	123
2021 Q1	$280K	Sell	3,708 -576	-13%	-$45K	0.09%	118
2020 Q4	$331	Buy	+4,284	New	+$320K	0.12%	99

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Community Bank & Trust (Waco, Texas)'s NEE Position: Q4 2023 in Review

Community Bank & Trust (Waco, Texas) sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 2,888 shares — an estimated $226K sold.

Community Bank & Trust (Waco, Texas) first reported a position in NEE in Q4 2020 and held it in 12 quarters. The position peaked at $280K in Q1 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Community Bank & Trust (Waco, Texas) reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Community Bank & Trust (Waco, Texas) sold 2,888 NextEra Energy shares in Q4 2023, an estimated $226K.
Community Bank & Trust (Waco, Texas) first reported a position in NextEra Energy in Q4 2020 and held it in 12 quarters.
Community Bank & Trust (Waco, Texas)'s NextEra Energy position peaked at $280K in Q1 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q4 2023, filed 1 Feb 2024.