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 Q2	$4.82M	Buy	54,937 +790	+1%	+$71.5K	0.98%	41
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morton Community Bank's NEE Position: Q2 2026 in Review

Morton Community Bank increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $71.5K and bringing the position to 54,937 shares worth $4.82M. The position accounts for 0.98% of the portfolio, ranked #41.

Morton Community Bank first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.03M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Morton Community Bank held 54,937 shares of NextEra Energy worth $4.82M as of Q2 2026.
Morton Community Bank bought 790 NextEra Energy shares in Q2 2026, an estimated $71.5K.
NextEra Energy made up 0.98% of Morton Community Bank's portfolio in Q2 2026, its #41 holding.
Morton Community Bank first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Morton Community Bank's NextEra Energy position peaked at $5.03M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.