Israel Discount Bank of New York’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 | $285K | Hold |
3,247
| – | – | 0.53% | 36 |
|
|
2026
Q1 | $302K | Sell |
3,247
-77
| -2% | -$6.85K | 0.66% | 30 |
|
|
2025
Q4 | $267K | Sell |
3,324
-492
| -13% | -$40.8K | 0.73% | 33 |
|
|
2025
Q3 | $288K | Sell |
3,816
-27
| -0.7% | -$1.97K | 0.85% | 34 |
|
|
2025
Q2 | $267K | Sell |
3,843
-26
| -0.7% | -$1.81K | 1.01% | 25 |
|
|
2025
Q1 | $274K | Sell |
3,869
-509
| -12% | -$35.9K | 0.21% | 29 |
|
|
2024
Q4 | $314K | Buy |
4,378
+45
| +1% | +$3.5K | 0.23% | 32 |
|
|
2024
Q3 | $366K | Sell |
4,333
-77
| -2% | -$6.01K | 0.54% | 28 |
|
|
2024
Q2 | $312K | Sell |
4,410
-1,675
| -28% | -$119K | 0.5% | 35 |
|
|
2024
Q1 | $389K | Sell |
6,085
-1,984
| -25% | -$116K | 0.48% | 45 |
|
|
2023
Q4 | $490K | Sell |
8,069
-228
| -3% | -$13K | 0.38% | 56 |
|
|
2023
Q3 | $475K | Sell |
8,297
-92
| -1% | -$6.37K | 0.39% | 51 |
|
|
2023
Q2 | $622K | Sell |
8,389
-851
| -9% | -$64.4K | 0.5% | 41 |
|
|
2023
Q1 | $712K | Buy |
9,240
+124
| +1% | +$9.54K | 0.53% | 40 |
|
|
2022
Q4 | $762K | Buy |
9,116
+186
| +2% | +$15K | 0.64% | 36 |
|
|
2022
Q3 | $700K | Sell |
8,930
-748
| -8% | -$63.5K | 0.58% | 37 |
|
|
2022
Q2 | $749K | Sell |
9,678
-558
| -5% | -$42.5K | 0.57% | 38 |
|
|
2022
Q1 | $867K | Buy |
10,236
+18
| +0.2% | +$1.44K | 0.57% | 39 |
|
|
2021
Q4 | $954K | Sell |
10,218
-195
| -2% | -$16.9K | 0.59% | 36 |
|
|
2021
Q3 | $817K | Buy |
+10,413
| New | +$840K | 0.55% | 42 |
|
|
2021
Q1 | $787K | Sell |
10,411
-745
| -7% | -$58.1K | 0.61% | 36 |
|
|
2020
Q4 | $860K | Sell |
11,156
-2,184
| -16% | -$163K | 0.63% | 32 |
|
|
2020
Q3 | $926K | Sell |
13,340
-1,284
| -9% | -$88.6K | 0.6% | 37 |
|
|
2020
Q2 | $878K | Buy |
14,624
+5,040
| +53% | +$302K | 0.6% | 40 |
|
|
2020
Q1 | $577K | Buy |
+9,584
| New | +$602K | 0.44% | 60 |
|
|
2019
Q2 | – | Sell |
-2,800
| Closed | -$135K | – | 251 |
|
|
2019
Q1 | $135K | Sell |
2,800
-1,200
| -30% | -$54.9K | 0.09% | 96 |
|
|
2018
Q4 | $174K | Hold |
4,000
| – | – | 0.13% | 86 |
|
|
2018
Q3 | $168K | Hold |
4,000
| – | – | 0.11% | 91 |
|
|
2018
Q2 | $167K | Hold |
4,000
| – | – | 0.11% | 91 |
|
|
2018
Q1 | $163K | Hold |
4,000
| – | – | 0.11% | 91 |
|
|
2017
Q4 | $156K | Hold |
4,000
| – | – | 0.11% | 92 |
|
|
2017
Q3 | $147K | Buy |
4,000
+1,200
| +43% | +$44K | 0.11% | 91 |
|
|
2017
Q2 | $98K | Hold |
2,800
| – | – | 0.08% | 119 |
|
|
2017
Q1 | $90K | Sell |
2,800
-5,100
| -65% | -$160K | 0.07% | 138 |
|
|
2016
Q4 | $236K | Buy |
+7,900
| New | +$236K | 0.21% | 81 |
|
Other funds holding NEE
N
Israel Discount Bank of New York's NEE Position: Q2 2026 in Review
Israel Discount Bank of New York held its NextEra Energy (NEE) position steady in Q2 2026 at 3,247 shares worth $285K. The position accounts for 0.53% of the portfolio, ranked #36.
Israel Discount Bank of New York first reported a position in NEE in Q4 2016 and has held it in 35 quarters since. The position peaked at $954K in Q4 2021. 2,422 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Israel Discount Bank of New York held 3,247 shares of NextEra Energy worth $285K as of Q2 2026.
- Israel Discount Bank of New York left its NextEra Energy share count unchanged in Q2 2026.
- NextEra Energy made up 0.53% of Israel Discount Bank of New York's portfolio in Q2 2026, its #36 holding.
- Israel Discount Bank of New York first reported a position in NextEra Energy in Q4 2016 and has held it in 35 quarters since.
- Israel Discount Bank of New York's NextEra Energy position peaked at $954K in Q4 2021.
- 2,422 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Israel Discount Bank of New York's 13F filing for Q2 2026, filed 7 Jul 2026.