Essex Savings Bank’s NextEra Energy NEE Stock Holding History

Essex Savings 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
2026 Q2	$936K	Sell	10,666 -2,273	-18%	-$206K	0.2%	102
2026 Q1	$1.2M	Sell	12,939 -270	-2%	-$24K	0.27%	76
2025 Q4	$1.06M	Sell	13,209 -198	-1%	-$16.4K	0.23%	91
2025 Q3	$1.01M	Buy	13,407 +197	+1%	+$14.4K	0.23%	90
2025 Q2	$917K	Sell	13,210 -2,102	-14%	-$146K	0.22%	95
2025 Q1	$1.09M	Buy	15,312 +1,787	+13%	+$126K	0.27%	86
2024 Q4	$970K	Sell	13,525 -43	-0.3%	-$3.34K	0.24%	88
2024 Q3	$1.15M	Buy	13,568 +2,894	+27%	+$226K	0.29%	79
2024 Q2	$756K	Sell	10,674 -785	-7%	-$55.7K	0.2%	103
2024 Q1	$696K	Hold	11,459	–	–	0.2%	111
2023 Q4	$696K	Buy	11,459 +2,609	+29%	+$149K	0.2%	111
2023 Q3	$507K	Buy	8,850 +475	+6%	+$32.9K	0.17%	118
2023 Q2	$621K	Buy	8,375 +708	+9%	+$53.6K	0.21%	102
2023 Q1	$591K	Buy	7,667 +861	+13%	+$66.2K	0.21%	106
2022 Q4	$569K	Sell	6,806 -1,527	-18%	-$123K	0.2%	100
2022 Q3	$654K	Buy	8,333 +131	+2%	+$11.1K	0.26%	88
2022 Q2	$635K	Buy	8,202 +96	+1%	+$7.31K	0.24%	92
2022 Q1	$686K	Buy	8,106 +39	+0.5%	+$3.13K	0.23%	98
2021 Q4	$753K	Sell	8,067 -349	-4%	-$30.2K	0.26%	93
2021 Q3	$707K	Buy	8,416 +2,125	+34%	+$171K	0.26%	94
2021 Q2	$461K	Buy	6,291 +464	+8%	+$34.8K	0.18%	131
2021 Q1	$428K	Sell	5,827 -119	-2%	-$9.29K	0.19%	126
2020 Q4	$459K	Sell	5,946 -3,290	-36%	-$246K	0.2%	112
2020 Q3	$641K	Buy	9,236 +592	+7%	+$40.9K	0.31%	85
2020 Q2	$519K	Buy	8,644 +124	+1%	+$7.42K	0.31%	82
2020 Q1	$512K	Sell	8,520 -268	-3%	-$16.8K	0.36%	77
2019 Q4	$532K	Sell	8,788 -508	-5%	-$29.7K	0.27%	92
2019 Q3	$541K	Sell	9,296 -5,812	-38%	-$315K	0.29%	85
2019 Q2	$774K	Buy	15,108 +7,892	+109%	+$388K	0.27%	78
2019 Q1	$349K	Sell	7,216 -96	-1%	-$4.39K	0.2%	99
2018 Q4	$318K	Buy	+7,312	New	+$320K	0.2%	94

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

CWG

C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

Essex Savings Bank's NEE Position: Q2 2026 in Review

Essex Savings Bank reduced its NextEra Energy (NEE) stake by 18% in Q2 2026, selling an estimated $206K and leaving 10,666 shares worth $936K. The position accounts for 0.2% of the portfolio, ranked #102.

Essex Savings Bank first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.2M in Q1 2026. 1,626 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Essex Savings Bank held 10,666 shares of NextEra Energy worth $936K as of Q2 2026.
Essex Savings Bank sold 2,273 NextEra Energy shares in Q2 2026, an estimated $206K.
NextEra Energy made up 0.2% of Essex Savings Bank's portfolio in Q2 2026, its #102 holding.
Essex Savings Bank first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
Essex Savings Bank's NextEra Energy position peaked at $1.2M in Q1 2026.
1,626 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.