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Cornerstone National Bank & Trust’s NextEra Energy NEE Stock Holding History

Cornerstone National Bank & Trust’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 		– Sell
-129
Closed -$10.4K – 228
2025
Q4 		$10.4K Buy
+129
New +$10.7K ﹤0.01% 152

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone National Bank & Trust's NEE Position: Q1 2026 in Review

Cornerstone National Bank & Trust sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 129 shares — an estimated $10.4K sold.

Cornerstone National Bank & Trust first reported a position in NEE in Q4 2025 and held it in 1 quarter. The position peaked at $10.4K in Q4 2025. 3,038 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cornerstone National Bank & Trust reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Cornerstone National Bank & Trust sold 129 NextEra Energy shares in Q1 2026, an estimated $10.4K.
  • Cornerstone National Bank & Trust first reported a position in NextEra Energy in Q4 2025 and held it in 1 quarter.
  • Cornerstone National Bank & Trust's NextEra Energy position peaked at $10.4K in Q4 2025.
  • 3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q1 2026, filed 14 Apr 2026.