First National Bank of Mount Dora’s NextEra Energy NEE Stock Holding History

First National Bank of Mount Dora’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	$1.33M	Sell	15,113 -1,206	-7%	-$109K	0.27%	67
2026 Q1	$1.52M	Sell	16,319 -35,956	-69%	-$3.2M	0.33%	63
2025 Q4	$4.2M	Sell	52,275 -957	-2%	-$79.3K	0.92%	39
2025 Q3	$4.02M	Sell	53,232 -20,567	-28%	-$1.5M	0.89%	45
2025 Q2	$5.12M	Buy	73,799 +3,279	+5%	+$228K	1.16%	31
2025 Q1	$5M	Buy	70,520 +39,735	+129%	+$2.8M	1.22%	33
2024 Q4	$2.21M	Buy	30,785 +798	+3%	+$62K	0.52%	60
2024 Q3	$2.53M	Buy	29,987 +13,782	+85%	+$1.08M	0.58%	58
2024 Q2	$1.15M	Buy	+16,205	New	+$1.15M	0.28%	75
2023 Q4	–	Sell	-78,908	Closed	-$4.52M	–	124
2023 Q3	$4.52M	Buy	78,908 +3,889	+5%	+$269K	1.34%	32
2023 Q2	$5.57M	Buy	75,019 +9,592	+15%	+$726K	1.58%	19
2023 Q1	$5.04M	Buy	65,427 +21,094	+48%	+$1.62M	1.53%	23
2022 Q4	$3.71M	Sell	44,333 -2,132	-5%	-$172K	1.22%	33
2022 Q3	$3.64M	Buy	46,465 +29,753	+178%	+$2.52M	1.29%	32
2022 Q2	$1.29M	Buy	16,712 +4,573	+38%	+$348K	0.45%	60
2022 Q1	$1.03M	Sell	12,139 -1,507	-11%	-$121K	0.31%	69
2021 Q4	$1.27M	Sell	13,646 -553	-4%	-$47.8K	0.38%	59
2021 Q3	$1.11M	Sell	14,199 -2,307	-14%	-$186K	0.37%	63
2021 Q2	$1.21M	Sell	16,506 -3,651	-18%	-$274K	0.4%	59
2021 Q1	$1.52M	Sell	20,157 -12,409	-38%	-$968K	0.53%	54
2020 Q4	$2.51M	Buy	32,566 +1,562	+5%	+$117K	0.91%	46
2020 Q3	$2.15M	Buy	31,004 +1,140	+4%	+$78.7K	0.89%	44
2020 Q2	$1.79M	Sell	29,864 -7,916	-21%	-$474K	0.81%	51
2020 Q1	$2.27M	Buy	37,780 +268	+0.7%	+$16.8K	1.2%	35
2019 Q4	$2.27M	Buy	37,512 +1,000	+3%	+$58.4K	0.96%	44
2019 Q3	$2.13M	Buy	36,512 +22,460	+160%	+$1.22M	0.97%	43
2019 Q2	$720K	Buy	14,052 +968	+7%	+$47.6K	0.33%	60
2019 Q1	$632K	Sell	13,084 -1,060	-7%	-$48.5K	0.28%	71
2018 Q4	$614K	Sell	14,144 -200	-1%	-$8.75K	0.31%	66
2018 Q3	$601K	Sell	14,344 -3,140	-18%	-$134K	0.26%	69
2018 Q2	$730K	Sell	17,484 -972	-5%	-$39.3K	0.33%	63
2018 Q1	$754K	Sell	18,456 -1,752	-9%	-$67.6K	0.35%	61
2017 Q4	$789K	Sell	20,208 -228	-1%	-$8.8K	0.35%	58
2017 Q3	$748K	Sell	20,436 -1,664	-8%	-$61K	0.37%	57
2017 Q2	$774K	Sell	22,100 -540	-2%	-$18.5K	0.4%	59
2017 Q1	$726K	Sell	22,640 -1,468	-6%	-$46.2K	0.39%	58
2016 Q4	$719K	Sell	24,108 -600	-2%	-$17.9K	0.43%	61
2016 Q3	$756K	Buy	24,708 +1,452	+6%	+$45.7K	0.42%	64
2016 Q2	$758K	Sell	23,256 -1,400	-6%	-$42K	0.43%	62
2016 Q1	$729K	Sell	24,656 -1,616	-6%	-$45.4K	0.43%	62
2015 Q4	$683K	Sell	26,272 -300	-1%	-$7.59K	0.4%	61
2015 Q3	$648K	Buy	26,572 +3,064	+13%	+$77.9K	0.4%	66
2015 Q2	$576K	Buy	23,508 +836	+4%	+$21.3K	0.32%	72
2015 Q1	$590K	Sell	22,672 -800	-3%	-$21.1K	0.32%	72
2014 Q4	$624K	Buy	23,472 +1,300	+6%	+$32.8K	0.35%	69
2014 Q3	$521K	Buy	22,172 +3,900	+21%	+$94.2K	0.31%	72
2014 Q2	$468K	Buy	18,272 +200	+1%	+$4.87K	0.27%	75
2014 Q1	$432K	Sell	18,072 -3,900	-18%	-$88.4K	0.26%	77
2013 Q4	$470K	Buy	21,972 +3,100	+16%	+$65.4K	0.31%	74
2013 Q3	$378K	Buy	18,872 +2,000	+12%	+$41.3K	0.28%	73
2013 Q2	$344K	Buy	+16,872	New	+$335K	0.26%	73

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

First National Bank of Mount Dora's NEE Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its NextEra Energy (NEE) stake by 7.4% in Q2 2026, selling an estimated $109K and leaving 15,113 shares worth $1.33M. The position accounts for 0.27% of the portfolio, ranked #67.

First National Bank of Mount Dora first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.57M in Q2 2023. 1,486 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First National Bank of Mount Dora held 15,113 shares of NextEra Energy worth $1.33M as of Q2 2026.
First National Bank of Mount Dora sold 1,206 NextEra Energy shares in Q2 2026, an estimated $109K.
NextEra Energy made up 0.27% of First National Bank of Mount Dora's portfolio in Q2 2026, its #67 holding.
First National Bank of Mount Dora first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
First National Bank of Mount Dora's NextEra Energy position peaked at $5.57M in Q2 2023.
1,486 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.