Independence Bank of Kentucky’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.64M | Sell |
41,434
-5,366
| -11% | -$485K | 0.41% | 53 |
|
|
2026
Q1 | $4.35M | Sell |
46,800
-4,531
| -9% | -$403K | 0.55% | 41 |
|
|
2025
Q4 | $4.12M | Sell |
51,331
-4,681
| -8% | -$388K | 0.51% | 41 |
|
|
2025
Q3 | $4.23M | Buy |
56,012
+1,848
| +3% | +$135K | 0.54% | 39 |
|
|
2025
Q2 | $3.76M | Sell |
54,164
-67
| -0.1% | -$4.65K | 0.53% | 38 |
|
|
2025
Q1 | $3.84M | Buy |
54,231
+2,903
| +6% | +$205K | 0.6% | 33 |
|
|
2024
Q4 | $3.68M | Sell |
51,328
-3,314
| -6% | -$257K | 0.57% | 36 |
|
|
2024
Q3 | $4.62M | Buy |
54,642
+5,866
| +12% | +$458K | 0.99% | 21 |
|
|
2024
Q2 | $3.45M | Sell |
48,776
-946
| -2% | -$67.1K | 0.92% | 23 |
|
|
2024
Q1 | $3.18M | Buy |
49,722
+3,707
| +8% | +$217K | 0.95% | 21 |
|
|
2023
Q4 | $2.79M | Buy |
46,015
+16,456
| +56% | +$938K | 0.98% | 20 |
|
|
2023
Q3 | $1.69M | Buy |
29,559
+18,704
| +172% | +$1.29M | 0.72% | 38 |
|
|
2023
Q2 | $805K | Buy |
10,855
+99
| +0.9% | +$7.5K | 0.33% | 80 |
|
|
2023
Q1 | $829K | Buy |
10,756
+2,280
| +27% | +$175K | 0.36% | 75 |
|
|
2022
Q4 | $709K | Hold |
8,476
| – | – | 0.32% | 88 |
|
|
2022
Q3 | $665K | Sell |
8,476
-992
| -10% | -$84.2K | 0.33% | 87 |
|
|
2022
Q2 | $733K | Buy |
9,468
+30
| +0.3% | +$2.28K | 0.33% | 86 |
|
|
2022
Q1 | $799K | Buy |
9,438
+1,780
| +23% | +$143K | 0.32% | 88 |
|
|
2021
Q4 | $715K | Sell |
7,658
-490
| -6% | -$42.3K | 0.29% | 91 |
|
|
2021
Q3 | $640K | Buy |
8,148
+330
| +4% | +$26.6K | 0.28% | 93 |
|
|
2021
Q2 | $573K | Hold |
7,818
| – | – | 0.25% | 93 |
|
|
2021
Q1 | $591K | Buy |
7,818
+250
| +3% | +$19.5K | 0.29% | 88 |
|
|
2020
Q4 | $584K | Sell |
7,568
-400
| -5% | -$29.9K | 0.3% | 87 |
|
|
2020
Q3 | $553K | Buy |
7,968
+2,544
| +47% | +$176K | 0.31% | 85 |
|
|
2020
Q2 | $326K | Hold |
5,424
| – | – | 0.21% | 102 |
|
|
2020
Q1 | $326K | Sell |
5,424
-36
| -0.7% | -$2.26K | 0.26% | 94 |
|
|
2019
Q4 | $331K | Sell |
5,460
-220
| -4% | -$12.8K | 0.21% | 100 |
|
|
2019
Q3 | $331K | Buy |
5,680
+640
| +13% | +$34.6K | 0.24% | 93 |
|
|
2019
Q2 | $258K | Sell |
5,040
-600
| -11% | -$29.5K | 0.2% | 98 |
|
|
2019
Q1 | $273K | Sell |
5,640
-200
| -3% | -$9.14K | 0.22% | 90 |
|
|
2018
Q4 | $254K | Sell |
5,840
-1,140
| -16% | -$49.9K | 0.23% | 89 |
|
|
2018
Q3 | $292K | Hold |
6,980
| – | – | 0.23% | 91 |
|
|
2018
Q2 | $291K | Sell |
6,980
-200
| -3% | -$8.08K | 0.24% | 88 |
|
|
2018
Q1 | $293K | Sell |
7,180
-1,800
| -20% | -$69.4K | 0.25% | 92 |
|
|
2017
Q4 | $351K | Buy |
+8,980
| New | +$347K | 0.3% | 80 |
|
Other funds holding NEE
COPPSERS
Independence Bank of Kentucky's NEE Position: Q2 2026 in Review
Independence Bank of Kentucky reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $485K and leaving 41,434 shares worth $3.64M. The position accounts for 0.41% of the portfolio, ranked #53.
Independence Bank of Kentucky first reported a position in NEE in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.62M in Q3 2024. 1,536 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Independence Bank of Kentucky held 41,434 shares of NextEra Energy worth $3.64M as of Q2 2026.
- Independence Bank of Kentucky sold 5,366 NextEra Energy shares in Q2 2026, an estimated $485K.
- NextEra Energy made up 0.41% of Independence Bank of Kentucky's portfolio in Q2 2026, its #53 holding.
- Independence Bank of Kentucky first reported a position in NextEra Energy in Q4 2017 and has held it in 35 quarters since.
- Independence Bank of Kentucky's NextEra Energy position peaked at $4.62M in Q3 2024.
- 1,536 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.