Iyo Bank’s NextEra Energy NEE Stock Holding History

Iyo Bank’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 Q1	$7.67M	Buy	82,603 +38,153	+86%	+$3.39M	2.73%	12
2025 Q4	$3.57M	Hold	44,450	–	–	1.14%	28
2025 Q3	$3.36M	Hold	44,450	–	–	1.27%	25
2025 Q2	$3.09M	Hold	44,450	–	–	1.25%	26
2025 Q1	$3.15M	Buy	44,450 +26,700	+150%	+$1.88M	1.01%	31
2024 Q4	$1.27M	Hold	17,750	–	–	0.43%	31
2024 Q3	$1.5M	Hold	17,750	–	–	0.53%	31
2024 Q2	$1.26M	Hold	17,750	–	–	0.45%	31
2024 Q1	$1.13M	Buy	+17,750	New	+$1.04M	0.45%	30
2023 Q4	–	Sell	-41,853	Closed	-$2.4M	–	32
2023 Q3	$2.4M	Hold	41,853	–	–	1.31%	23
2023 Q2	$3.1M	Hold	41,853	–	–	1.61%	21
2023 Q1	$3.23M	Hold	41,853	–	–	1.89%	21
2022 Q4	$3.5M	Hold	41,853	–	–	2.06%	19
2022 Q3	$3.28M	Hold	41,853	–	–	1.76%	21
2022 Q2	$3.24M	Hold	41,853	–	–	1.08%	24
2022 Q1	$3.54M	Hold	41,853	–	–	1.05%	22
2021 Q4	$3.91M	Buy	+41,853	New	+$3.62M	1.19%	24

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Iyo Bank's NEE Position: Q1 2026 in Review

Iyo Bank increased its NextEra Energy (NEE) stake by 86% in Q1 2026, buying an estimated $3.39M and bringing the position to 82,603 shares worth $7.67M. The position accounts for 2.73% of the portfolio, ranked #12.

Iyo Bank first reported a position in NEE in Q4 2021 and has held it in 17 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Iyo Bank held 82,603 shares of NextEra Energy worth $7.67M as of Q1 2026.
Iyo Bank bought 38,153 NextEra Energy shares in Q1 2026, an estimated $3.39M.
NextEra Energy made up 2.73% of Iyo Bank's portfolio in Q1 2026, its #12 holding.
Iyo Bank first reported a position in NextEra Energy in Q4 2021 and has held it in 17 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Iyo Bank's 13F filing for Q1 2026, filed 13 May 2026.