FineMark National Bank & Trust’s NextEra Energy NEE Stock Holding History

FineMark National 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 Q4	$22.6M	Buy	281,846 +7,136	+3%	+$591K	0.71%	28
2025 Q3	$20.7M	Sell	274,710 -3,622	-1%	-$265K	0.68%	33
2025 Q2	$19.3M	Buy	278,332 +3,999	+1%	+$278K	0.66%	34
2025 Q1	$19.4M	Sell	274,333 -330	-0.1%	-$23.3K	0.71%	31
2024 Q4	$19.7M	Buy	274,663 +26,326	+11%	+$2.05M	0.69%	33
2024 Q3	$21M	Buy	248,337 +5,385	+2%	+$420K	0.73%	33
2024 Q2	$17.2M	Buy	242,952 +1,432	+0.6%	+$102K	0.63%	41
2024 Q1	$15.4M	Buy	241,520 +6,146	+3%	+$360K	0.57%	47
2023 Q4	$14.3M	Sell	235,374 -5,527	-2%	-$315K	0.58%	42
2023 Q3	$13.8M	Sell	240,901 -6,381	-3%	-$442K	0.6%	40
2023 Q2	$18.3M	Buy	247,282 +742	+0.3%	+$56.2K	0.75%	26
2023 Q1	$19M	Sell	246,540 -2,007	-0.8%	-$154K	0.81%	21
2022 Q4	$20.8M	Sell	248,547 -5,110	-2%	-$413K	0.94%	18
2022 Q3	$19.9M	Buy	253,657 +288	+0.1%	+$24.4K	0.95%	14
2022 Q2	$19.6M	Buy	253,369 +3,046	+1%	+$232K	0.87%	19
2022 Q1	$21.2M	Buy	250,323 +9,377	+4%	+$751K	0.84%	21
2021 Q4	$22.5M	Buy	240,946 +5,209	+2%	+$450K	0.85%	23
2021 Q3	$18.5M	Buy	235,737 +2,389	+1%	+$193K	0.78%	23
2021 Q2	$17.1M	Buy	233,348 +42,082	+22%	+$3.16M	0.69%	27
2021 Q1	$14.5M	Buy	191,266 +42,495	+29%	+$3.32M	0.61%	39
2020 Q4	$11.5M	Sell	148,771 -7,025	-5%	-$526K	0.51%	45
2020 Q3	$10.8M	Sell	155,796 -4,084	-3%	-$282K	0.52%	43
2020 Q2	$9.6M	Sell	159,880 -1,552	-1%	-$92.9K	0.53%	45
2020 Q1	$9.71M	Sell	161,432 -2,304	-1%	-$145K	0.61%	38
2019 Q4	$9.91M	Buy	163,736 +652	+0.4%	+$38.1K	0.5%	52
2019 Q3	$9.5M	Buy	163,084 +5,548	+4%	+$300K	0.51%	50
2019 Q2	$8.07M	Buy	157,536 +4,636	+3%	+$228K	0.45%	62
2019 Q1	$7.39M	Sell	152,900 -2,228	-1%	-$102K	0.43%	61
2018 Q4	$6.74M	Sell	155,128 -2,628	-2%	-$115K	0.46%	59
2018 Q3	$6.61M	Sell	157,756 -4,208	-3%	-$179K	0.4%	63
2018 Q2	$6.76M	Buy	161,964 +7,704	+5%	+$311K	0.41%	57
2018 Q1	$6.3M	Sell	154,260 -9,156	-6%	-$353K	0.4%	60
2017 Q4	$6.38M	Buy	163,416 +4,424	+3%	+$171K	0.41%	61
2017 Q3	$5.83M	Sell	158,992 -3,932	-2%	-$144K	0.39%	67
2017 Q2	$5.71M	Sell	162,924 -23,580	-13%	-$806K	0.41%	65
2017 Q1	$5.99M	Sell	186,504 -52,292	-22%	-$1.64M	0.44%	55
2016 Q4	$7.13M	Buy	238,796 +11,564	+5%	+$346K	0.57%	41
2016 Q3	$6.71M	Buy	227,232 +8,308	+4%	+$262K	0.72%	39
2016 Q2	$7.14M	Sell	218,924 -8,504	-4%	-$255K	0.8%	36
2016 Q1	$6.73M	Buy	227,428 +121,140	+114%	+$3.4M	0.79%	36
2015 Q4	$2.76M	Buy	106,288 +3,092	+3%	+$78.2K	0.33%	82
2015 Q3	$2.52M	Sell	103,196 -2,248	-2%	-$57.2K	0.34%	81
2015 Q2	$2.58M	Sell	105,444 -2,328	-2%	-$59.2K	0.34%	83
2015 Q1	$2.8M	Sell	107,772 -92	-0.1%	-$2.43K	0.38%	73
2014 Q4	$2.87M	Sell	107,864 -2,160	-2%	-$54.5K	0.42%	66
2014 Q3	$2.58M	Buy	110,024 +4,920	+5%	+$119K	0.41%	62
2014 Q2	$2.69M	Buy	105,104 +7,648	+8%	+$186K	0.45%	58
2014 Q1	$2.33M	Buy	97,456 +2,148	+2%	+$48.7K	0.44%	55
2013 Q4	$2.04M	Buy	95,308 +1,244	+1%	+$26.2K	0.42%	56
2013 Q3	$1.89M	Sell	94,064 -10,016	-10%	-$207K	0.47%	49
2013 Q2	$2.12M	Buy	+104,080	New	+$2.06M	0.64%	37

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FineMark National Bank & Trust's NEE Position: Q4 2025 in Review

FineMark National Bank & Trust increased its NextEra Energy (NEE) stake by 2.6% in Q4 2025, buying an estimated $591K and bringing the position to 281,846 shares worth $22.6M. The position accounts for 0.71% of the portfolio, ranked #28.

FineMark National Bank & Trust first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

FineMark National Bank & Trust held 281,846 shares of NextEra Energy worth $22.6M as of Q4 2025.
FineMark National Bank & Trust bought 7,136 NextEra Energy shares in Q4 2025, an estimated $591K.
NextEra Energy made up 0.71% of FineMark National Bank & Trust's portfolio in Q4 2025, its #28 holding.
FineMark National Bank & Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.