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Farmers & Merchants Trust Company’s NextEra Energy NEE Stock Holding History

Farmers & Merchants Trust Company’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
Q1 		$323K Sell
3,476
-61
-2% -$5.42K 0.08% 140
2025
Q4 		$284K Sell
3,537
-5,831
-62% -$483K 0.06% 145
2025
Q3 		$707K Sell
9,368
-2,941
-24% -$215K 0.15% 106
2025
Q2 		$854K Buy
12,309
+4,352
+55% +$302K 0.18% 99
2025
Q1 		$564K Hold
7,957
– – 0.14% 113
2024
Q4 		$570K Hold
7,957
– – 0.14% 110
2024
Q3 		$673K Sell
7,957
-46
-0.6% -$3.59K 0.17% 97
2024
Q2 		$567K Sell
8,003
-54
-0.7% -$3.83K 0.15% 105
2024
Q1 		$515K Sell
8,057
-360
-4% -$21.1K 0.13% 115
2023
Q4 		$511K Sell
8,417
-410
-5% -$23.4K 0.14% 109
2023
Q3 		$506K Sell
8,827
-385
-4% -$26.7K 0.15% 99
2023
Q2 		$684K Buy
9,212
+85
+0.9% +$6.43K 0.18% 91
2023
Q1 		$704K Buy
9,127
+44
+0.5% +$3.38K 0.2% 88
2022
Q4 		$759K Hold
9,083
– – 0.21% 80
2022
Q3 		$712K Hold
9,083
– – 0.22% 79
2022
Q2 		$704K Sell
9,083
-388
-4% -$29.5K 0.21% 80
2022
Q1 		$802K Hold
9,471
– – 0.21% 81
2021
Q4 		$885K Buy
9,471
+718
+8% +$62.1K 0.22% 77
2021
Q3 		$687K Hold
8,753
– – 0.18% 89
2021
Q2 		$641K Buy
8,753
+2,117
+32% +$159K 0.17% 88
2021
Q1 		$502K Hold
6,636
– – 0.17% 90
2020
Q4 		$512K Buy
6,636
+352
+6% +$26.3K 0.19% 85
2020
Q3 		$436K Buy
6,284
+200
+3% +$13.8K 0.18% 90
2020
Q2 		$365K Hold
6,084
– – 0.16% 94
2020
Q1 		$366K Hold
6,084
– – 0.2% 85
2019
Q4 		$369K Hold
6,084
– – 0.15% 101
2019
Q3 		$354K Hold
6,084
– – 0.16% 106
2019
Q2 		$311K Buy
6,084
+100
+2% +$4.92K 0.14% 114
2019
Q1 		$289K Buy
5,984
+152
+3% +$6.95K 0.13% 118
2018
Q4 		$253K Buy
+5,832
New +$255K 0.13% 118

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Farmers & Merchants Trust Company's NEE Position: Q1 2026 in Review

Farmers & Merchants Trust Company reduced its NextEra Energy (NEE) stake by 1.7% in Q1 2026, selling an estimated $5.42K and leaving 3,476 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #140.

Farmers & Merchants Trust Company first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $885K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Farmers & Merchants Trust Company held 3,476 shares of NextEra Energy worth $323K as of Q1 2026.
  • Farmers & Merchants Trust Company sold 61 NextEra Energy shares in Q1 2026, an estimated $5.42K.
  • NextEra Energy made up 0.08% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #140 holding.
  • Farmers & Merchants Trust Company first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • Farmers & Merchants Trust Company's NextEra Energy position peaked at $885K in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.