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Country Club Bank’s NextEra Energy NEE Stock Holding History

Country Club 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
2025
Q3 		$13.9M Sell
182,647
-2,342
-1% -$171K 0.82% 27
2025
Q2 		$13.1M Sell
184,989
-1,826
-1% -$127K 0.82% 28
2025
Q1 		$13.2M Sell
186,815
-460
-0.2% -$32.5K 0.89% 23
2024
Q4 		$13.4M Buy
187,275
+41,339
+28% +$3.21M 0.9% 27
2024
Q3 		$12.3M Sell
145,936
-2,848
-2% -$222K 0.82% 32
2024
Q2 		$11M Sell
148,784
-8,833
-6% -$627K 0.76% 36
2024
Q1 		$10.1M Buy
157,617
+6,002
+4% +$352K 0.71% 41
2023
Q4 		$9.25M Sell
151,615
-33,774
-18% -$1.92M 0.7% 41
2023
Q3 		$10.6M Buy
185,389
+10,388
+6% +$719K 0.86% 32
2023
Q2 		$12.7M Sell
175,001
-5,266
-3% -$399K 1.01% 22
2023
Q1 		$13.8M Buy
180,267
+35,375
+24% +$2.72M 1.14% 19
2022
Q4 		$12.1M Buy
144,892
+42,609
+42% +$3.44M 1.06% 27
2022
Q3 		$8.18M Buy
102,283
+1,338
+1% +$114K 0.78% 41
2022
Q2 		$7.67M Buy
100,945
+155
+0.2% +$11.8K 0.71% 49
2022
Q1 		$8.62M Buy
+100,790
New +$8.08M 0.75% 46

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Country Club Bank's NEE Position: Q3 2025 in Review

Country Club Bank reduced its NextEra Energy (NEE) stake by 1.3% in Q3 2025, selling an estimated $171K and leaving 182,647 shares worth $13.9M. The position accounts for 0.82% of the portfolio, ranked #27.

Country Club Bank first reported a position in NEE in Q1 2022 and has held it in 15 quarters since. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Country Club Bank held 182,647 shares of NextEra Energy worth $13.9M as of Q3 2025.
  • Country Club Bank sold 2,342 NextEra Energy shares in Q3 2025, an estimated $171K.
  • NextEra Energy made up 0.82% of Country Club Bank's portfolio in Q3 2025, its #27 holding.
  • Country Club Bank first reported a position in NextEra Energy in Q1 2022 and has held it in 15 quarters since.
  • 2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.