Moody National Bank Trust Division’s NextEra Energy NEE Stock Holding History

Moody National Bank Trust Division’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	$1.8M	Sell	20,458 -997	-5%	-$90.2K	0.15%	130
2026 Q1	$1.99M	Buy	21,455 +437	+2%	+$38.9K	0.19%	97
2025 Q4	$1.69M	Sell	21,018 -11,037	-34%	-$914K	0.16%	122
2025 Q3	$2.42M	Sell	32,055 -406	-1%	-$29.7K	0.2%	105
2025 Q2	$2.25M	Buy	32,461 +164	+0.5%	+$11.4K	0.21%	102
2025 Q1	$2.29M	Buy	32,297 +343	+1%	+$24.2K	0.24%	86
2024 Q4	$2.29M	Sell	31,954 -1,089	-3%	-$84.6K	0.24%	86
2024 Q3	$2.79M	Buy	33,043 +2,180	+7%	+$170K	0.3%	71
2024 Q2	$2.19M	Buy	30,863 +604	+2%	+$42.9K	0.17%	76
2024 Q1	$1.93M	Buy	30,259 +1,711	+6%	+$100K	0.15%	93
2023 Q4	$1.73M	Sell	28,548 -22,894	-45%	-$1.3M	0.14%	116
2023 Q3	$2.95M	Buy	51,442 +5,867	+13%	+$406K	0.19%	75
2023 Q2	$3.38M	Buy	45,575 +1,251	+3%	+$94.7K	0.23%	61
2023 Q1	$3.42M	Sell	44,324 -40	-0.1%	-$3.08K	0.29%	55
2022 Q4	$3.71M	Sell	44,364 -68	-0.2%	-$5.49K	0.32%	47
2022 Q3	$3.48M	Buy	44,432 +888	+2%	+$75.3K	0.36%	47
2022 Q2	$3.37M	Hold	43,544	–	–	0.36%	45
2022 Q1	$3.69M	Sell	43,544 -4,589	-10%	-$368K	0.11%	60
2021 Q4	$4.49M	Sell	48,133 -115,056	-71%	-$9.94M	0.13%	57
2021 Q3	$12.8M	Sell	163,189 -136	-0.1%	-$11K	0.19%	62
2021 Q2	$12M	Sell	163,325 -399	-0.2%	-$29.9K	0.24%	68
2021 Q1	$12.4M	Sell	163,724 -180	-0.1%	-$14K	0.29%	66
2020 Q4	$12.6M	Hold	163,904	–	–	0.32%	61
2020 Q3	$11.4M	Hold	163,904	–	–	0.35%	59
2020 Q2	$9.84M	Buy	163,904 +960	+0.6%	+$57.5K	0.31%	67
2020 Q1	$9.8M	Sell	162,944 -260	-0.2%	-$16.3K	0.35%	51
2019 Q4	$9.88M	Buy	163,204 +4,500	+3%	+$263K	0.26%	66
2019 Q3	$9.24M	Buy	158,704 +300	+0.2%	+$16.2K	0.26%	64
2019 Q2	$8.11M	Buy	158,404 +848	+0.5%	+$41.7K	0.23%	77
2019 Q1	$7.61M	Sell	157,556 -1,412	-0.9%	-$64.6K	0.21%	86
2018 Q4	$6.91M	Buy	158,968 +1,012	+0.6%	+$44.3K	0.2%	79
2018 Q3	$6.62M	Buy	157,956 +134,696	+579%	+$5.73M	0.17%	102
2018 Q2	$971K	Hold	23,260	–	–	0.05%	75
2018 Q1	$950K	Sell	23,260 -400	-2%	-$15.4K	0.05%	75
2017 Q4	$924K	Hold	23,660	–	–	0.04%	77
2017 Q3	$867K	Sell	23,660 -8,200	-26%	-$300K	0.04%	79
2017 Q2	$1.12M	Sell	31,860 -100	-0.3%	-$3.42K	0.06%	73
2017 Q1	$1.03M	Hold	31,960	–	–	0.05%	74
2016 Q4	$955K	Hold	31,960	–	–	0.05%	79
2016 Q3	$978K	Hold	31,960	–	–	0.05%	74
2016 Q2	$1.04M	Hold	31,960	–	–	0.06%	66
2016 Q1	$945K	Hold	31,960	–	–	0.06%	71
2015 Q4	$830K	Hold	31,960	–	–	0.06%	77
2015 Q3	$780K	Hold	31,960	–	–	0.06%	84
2015 Q2	$783K	Hold	31,960	–	–	0.06%	91
2015 Q1	$831K	Sell	31,960 -100	-0.3%	-$2.64K	0.06%	83
2014 Q4	$852K	Sell	32,060 -100	-0.3%	-$2.52K	0.06%	93
2014 Q3	$755K	Hold	32,160	–	–	0.05%	94
2014 Q2	$824K	Sell	32,160 -300	-0.9%	-$7.3K	0.06%	92
2014 Q1	$776K	Hold	32,460	–	–	0.05%	88
2013 Q4	$695K	Sell	32,460 -80	-0.2%	-$1.69K	0.05%	111
2013 Q3	$653K	Sell	32,540 -960	-3%	-$19.8K	0.05%	102
2013 Q2	$683K	Buy	+33,500	New	+$665K	0.05%	88

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Moody National Bank Trust Division's NEE Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its NextEra Energy (NEE) stake by 4.6% in Q2 2026, selling an estimated $90.2K and leaving 20,458 shares worth $1.8M. The position accounts for 0.15% of the portfolio, ranked #130.

Moody National Bank Trust Division first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.8M in Q3 2021. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Moody National Bank Trust Division held 20,458 shares of NextEra Energy worth $1.8M as of Q2 2026.
Moody National Bank Trust Division sold 997 NextEra Energy shares in Q2 2026, an estimated $90.2K.
NextEra Energy made up 0.15% of Moody National Bank Trust Division's portfolio in Q2 2026, its #130 holding.
Moody National Bank Trust Division first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
Moody National Bank Trust Division's NextEra Energy position peaked at $12.8M in Q3 2021.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.