Dakota Community Bank & Trust’s NextEra Energy NEE Stock Holding History

Dakota Community 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 Q2	$320K	Sell	3,650 -52	-1%	-$4.7K	0.99%	28
2026 Q1	$344K	Sell	3,702 -83	-2%	-$7.38K	1.16%	27
2025 Q4	$304K	Buy	3,785 +224	+6%	+$18.6K	1.04%	30
2025 Q3	$269K	Buy	3,561 +1,176	+49%	+$85.9K	1.06%	32
2025 Q2	$166K	Buy	2,385 +786	+49%	+$54.6K	0.74%	56
2025 Q1	$113K	Buy	1,599 +292	+22%	+$20.6K	0.55%	70
2024 Q4	$93.7K	Sell	1,307 -38	-3%	-$2.95K	0.45%	75
2024 Q3	$114K	Buy	1,345 +1,280	+1,969%	+$99.9K	0.57%	66
2024 Q2	$4.6K	Buy	+65	New	+$4.61K	0.02%	95

Other funds holding NEE

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

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Dakota Community Bank & Trust's NEE Position: Q2 2026 in Review

Dakota Community Bank & Trust reduced its NextEra Energy (NEE) stake by 1.4% in Q2 2026, selling an estimated $4.7K and leaving 3,650 shares worth $320K. The position accounts for 0.99% of the portfolio, ranked #28.

Dakota Community Bank & Trust first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $344K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Dakota Community Bank & Trust held 3,650 shares of NextEra Energy worth $320K as of Q2 2026.
Dakota Community Bank & Trust sold 52 NextEra Energy shares in Q2 2026, an estimated $4.7K.
NextEra Energy made up 0.99% of Dakota Community Bank & Trust's portfolio in Q2 2026, its #28 holding.
Dakota Community Bank & Trust first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Dakota Community Bank & Trust's NextEra Energy position peaked at $344K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Dakota Community Bank & Trust's 13F filing for Q2 2026, filed 15 Jul 2026.