MCB
NEE icon

Morton Community Bank’s NextEra Energy NEE Stock Holding History

Morton Community 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 		$5.03M Buy
54,147
+385
+0.7% +$34.2K 1.09% 35
2025
Q4 		$4.73M Buy
53,762
+709
+1% +$58.7K 1.02% 38
2025
Q3 		$4.32M Buy
53,053
+1,612
+3% +$118K 1% 42
2025
Q2 		$3.57M Buy
51,441
+2,253
+5% +$156K 0.89% 58
2025
Q1 		$3.49M Buy
49,188
+280
+0.6% +$19.8K 0.91% 58
2024
Q4 		$3.51M Buy
48,908
+600
+1% +$46.6K 0.93% 51
2024
Q3 		$4.08M Sell
48,308
-781
-2% -$60.9K 1.07% 30
2024
Q2 		$3.48M Buy
49,089
+1,573
+3% +$112K 0.98% 36
2024
Q1 		$3.04M Buy
47,516
+5,875
+14% +$344K 0.87% 60
2023
Q4 		$2.53M Buy
+41,641
New +$2.37M 0.83% 76

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morton Community Bank's NEE Position: Q1 2026 in Review

Morton Community Bank increased its NextEra Energy (NEE) stake by 0.72% in Q1 2026, buying an estimated $34.2K and bringing the position to 54,147 shares worth $5.03M. The position accounts for 1.09% of the portfolio, ranked #35.

Morton Community Bank first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Morton Community Bank held 54,147 shares of NextEra Energy worth $5.03M as of Q1 2026.
  • Morton Community Bank bought 385 NextEra Energy shares in Q1 2026, an estimated $34.2K.
  • NextEra Energy made up 1.09% of Morton Community Bank's portfolio in Q1 2026, its #35 holding.
  • Morton Community Bank first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.