Exchange Bank’s NextEra Energy NEE Stock Holding History

Exchange 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	$1.2M	Sell	13,687 -53	-0.4%	-$4.79K	0.75%	39
2026 Q1	$1.28M	Hold	13,740	–	–	0.88%	34
2025 Q4	$1.1M	Buy	13,740 +34	+0.2%	+$2.82K	0.76%	39
2025 Q3	$1.03M	Buy	13,706 +1	+0%	+$73	0.72%	40
2025 Q2	$951K	Sell	13,705 -25	-0.2%	-$1.74K	0.75%	38
2025 Q1	$973K	Buy	13,730 +56	+0.4%	+$3.95K	0.79%	37
2024 Q4	$980K	Buy	13,674 +5	+0%	+$388	0.79%	36
2024 Q3	$1.16M	Sell	13,669 -63	-0.5%	-$4.92K	0.95%	35
2024 Q2	$972K	Sell	13,732 -31	-0.2%	-$2.2K	0.83%	37
2024 Q1	$880K	Sell	13,763 -195	-1%	-$11.4K	0.72%	39
2023 Q4	$848K	Sell	13,958 -71	-0.5%	-$4.05K	0.73%	38
2023 Q3	$804K	Buy	14,029 +171	+1%	+$11.8K	0.77%	36
2023 Q2	$1.03M	Buy	+13,858	New	+$1.05M	0.99%	32

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Exchange Bank's NEE Position: Q2 2026 in Review

Exchange Bank reduced its NextEra Energy (NEE) stake by 0.39% in Q2 2026, selling an estimated $4.79K and leaving 13,687 shares worth $1.2M. The position accounts for 0.75% of the portfolio, ranked #39.

Exchange Bank first reported a position in NEE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Exchange Bank held 13,687 shares of NextEra Energy worth $1.2M as of Q2 2026.
Exchange Bank sold 53 NextEra Energy shares in Q2 2026, an estimated $4.79K.
NextEra Energy made up 0.75% of Exchange Bank's portfolio in Q2 2026, its #39 holding.
Exchange Bank first reported a position in NextEra Energy in Q2 2023 and has held it in 13 quarters since.
Exchange Bank's NextEra Energy position peaked at $1.28M in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.