Enterprise Bank & Trust’s NextEra Energy NEE Stock Holding History

Enterprise 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
2025 Q2	$1.77M	Sell	25,427 -175	-0.7%	-$12.2K	0.66%	38
2025 Q1	$1.81M	Buy	25,602 +2,091	+9%	+$148K	0.7%	40
2024 Q4	$1.69M	Buy	23,511 +1,239	+6%	+$96.3K	0.55%	44
2024 Q3	$1.88M	Buy	22,272 +783	+4%	+$61.1K	0.61%	41
2024 Q2	$1.52M	Sell	21,489 -215	-1%	-$15.3K	0.52%	45
2024 Q1	$1.39M	Sell	21,704 -626	-3%	-$36.7K	0.48%	48
2023 Q4	$1.36M	Buy	22,330 +666	+3%	+$38K	0.48%	46
2023 Q3	$1.24M	Buy	21,664 +261	+1%	+$18.1K	0.51%	44
2023 Q2	$1.59M	Buy	+21,403	New	+$1.62M	0.61%	41
2019 Q3	–	Sell	-13,028	Closed	-$667K	–	91
2019 Q2	$667K	Hold	13,028	–	–	0.34%	62
2019 Q1	$630K	Buy	+13,028	New	+$596K	0.26%	71

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Enterprise Bank & Trust's NEE Position: Q2 2025 in Review

Enterprise Bank & Trust reduced its NextEra Energy (NEE) stake by 0.68% in Q2 2025, selling an estimated $12.2K and leaving 25,427 shares worth $1.77M. The position accounts for 0.66% of the portfolio, ranked #38.

Enterprise Bank & Trust first reported a position in NEE in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.88M in Q3 2024. 2,703 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Enterprise Bank & Trust held 25,427 shares of NextEra Energy worth $1.77M as of Q2 2025.
Enterprise Bank & Trust sold 175 NextEra Energy shares in Q2 2025, an estimated $12.2K.
NextEra Energy made up 0.66% of Enterprise Bank & Trust's portfolio in Q2 2025, its #38 holding.
Enterprise Bank & Trust first reported a position in NextEra Energy in Q1 2019 and has held it in 11 quarters since.
Enterprise Bank & Trust's NextEra Energy position peaked at $1.88M in Q3 2024.
2,703 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.