First Business Financial Services’s NextEra Energy NEE Stock Holding History

First Business Financial Services’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	$3.04M	Buy	34,658 +1,334	+4%	+$121K	0.24%	48
2026 Q1	$3.1M	Buy	33,324 +2,953	+10%	+$263K	0.28%	43
2025 Q4	$2.44M	Buy	30,371 +811	+3%	+$67.2K	0.22%	46
2025 Q3	$2.23M	Sell	29,560 -2,819	-9%	-$206K	0.2%	50
2025 Q2	$2.25M	Buy	32,379 +5,878	+22%	+$408K	0.2%	51
2025 Q1	$1.88M	Buy	26,501 +1,827	+7%	+$129K	0.18%	55
2024 Q4	$1.77M	Buy	24,674 +367	+2%	+$28.5K	0.17%	59
2024 Q3	$2.05M	Buy	24,307 +2,716	+13%	+$212K	0.21%	48
2024 Q2	$1.53M	Buy	21,591 +17,572	+437%	+$1.25M	0.16%	56
2024 Q1	$257K	Sell	4,019 -719	-15%	-$42.1K	0.03%	143
2023 Q4	$288K	Hold	4,738	–	–	0.03%	136
2023 Q3	$271K	Buy	4,738 +275	+6%	+$19K	0.03%	142
2023 Q2	$331K	Buy	4,463 +53	+1%	+$4.01K	0.04%	127
2023 Q1	$340K	Sell	4,410 -81	-2%	-$6.23K	0.04%	124
2022 Q4	$375K	Hold	4,491	–	–	0.05%	114
2022 Q3	$352K	Hold	4,491	–	–	0.05%	116
2022 Q2	$348K	Hold	4,491	–	–	0.05%	117
2022 Q1	$380K	Hold	4,491	–	–	0.04%	119
2021 Q4	$419K	Buy	4,491 +600	+15%	+$51.9K	0.04%	115
2021 Q3	$306K	Hold	3,891	–	–	0.04%	130
2021 Q2	$285K	Buy	3,891 +375	+11%	+$28.1K	0.03%	134
2021 Q1	$266K	Hold	3,516	–	–	0.04%	124
2020 Q4	$271K	Sell	3,516 -36	-1%	-$2.69K	0.04%	114
2020 Q3	$246K	Hold	3,552	–	–	0.04%	115
2020 Q2	$213K	Sell	3,552 -200	-5%	-$12K	0.04%	117
2020 Q1	$226K	Hold	3,752	–	–	0.05%	109
2019 Q4	$227K	Hold	3,752	–	–	0.04%	122
2019 Q3	$219K	Buy	+3,752	New	+$203K	0.04%	114

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Business Financial Services's NEE Position: Q2 2026 in Review

First Business Financial Services increased its NextEra Energy (NEE) stake by 4% in Q2 2026, buying an estimated $121K and bringing the position to 34,658 shares worth $3.04M. The position accounts for 0.24% of the portfolio, ranked #48.

First Business Financial Services first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.1M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First Business Financial Services held 34,658 shares of NextEra Energy worth $3.04M as of Q2 2026.
First Business Financial Services bought 1,334 NextEra Energy shares in Q2 2026, an estimated $121K.
NextEra Energy made up 0.24% of First Business Financial Services's portfolio in Q2 2026, its #48 holding.
First Business Financial Services first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
First Business Financial Services's NextEra Energy position peaked at $3.1M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.