NBT Bank’s NextEra Energy NEE Stock Holding History

NBT 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	$7.8M	Sell	83,980 -470	-0.6%	-$41.8K	0.51%	50
2025 Q4	$6.85M	Sell	84,450 -540	-0.6%	-$44.7K	0.44%	57
2025 Q3	$6.49M	Sell	84,990 -3,695	-4%	-$270K	0.42%	62
2025 Q2	$6.16M	Sell	88,685 -1,776	-2%	-$123K	0.42%	62
2025 Q1	$6.41M	Sell	90,461 -894	-1%	-$63.1K	0.46%	56
2024 Q4	$6.55M	Sell	91,355 -3,623	-4%	-$281K	0.46%	55
2024 Q3	$8.03M	Sell	94,978 -2,477	-3%	-$193K	0.54%	48
2024 Q2	$6.9M	Buy	97,455 +23,280	+31%	+$1.65M	0.49%	53
2024 Q1	$4.74M	Sell	74,175 -1,384	-2%	-$81.1K	0.35%	68
2023 Q4	$4.59M	Sell	75,559 -3,688	-5%	-$210K	0.36%	66
2023 Q3	$4.54M	Buy	79,247 +30,697	+63%	+$2.13M	0.44%	57
2023 Q2	$3.6M	Sell	48,550 -694	-1%	-$52.5K	0.51%	56
2023 Q1	$3.8M	Sell	49,244 -2,065	-4%	-$159K	0.55%	51
2022 Q4	$4.29M	Sell	51,309 -1,729	-3%	-$140K	0.63%	48
2022 Q3	$4.16M	Sell	53,038 -1,986	-4%	-$168K	0.68%	44
2022 Q2	$4.26M	Buy	55,024 +1,011	+2%	+$77K	0.65%	44
2022 Q1	$4.58M	Sell	54,013 -1,789	-3%	-$143K	0.61%	50
2021 Q4	$5.21M	Sell	55,802 -391	-0.7%	-$33.8K	0.67%	46
2021 Q3	$4.41M	Sell	56,193 -2,211	-4%	-$178K	0.61%	53
2021 Q2	$4.28M	Sell	58,404 -1,299	-2%	-$97.5K	0.59%	54
2021 Q1	$4.51M	Sell	59,703 -1,039	-2%	-$81.1K	0.65%	51
2020 Q4	$4.69M	Buy	60,742 +162	+0.3%	+$12.1K	0.71%	47
2020 Q3	$4.2M	Sell	60,580 -2,656	-4%	-$183K	0.7%	41
2020 Q2	$3.8M	Sell	63,236 -1,236	-2%	-$74K	0.68%	40
2020 Q1	$3.88M	Sell	64,472 -2,048	-3%	-$129K	0.79%	35
2019 Q4	$4.03M	Buy	66,520 +5,340	+9%	+$312K	0.63%	48
2019 Q3	$3.56M	Buy	61,180 +632	+1%	+$34.2K	0.62%	51
2019 Q2	$3.1M	Sell	60,548 -2,208	-4%	-$109K	0.55%	60
2019 Q1	$3.03M	Sell	62,756 -3,256	-5%	-$149K	0.55%	57
2018 Q4	$2.87M	Sell	66,012 -4,428	-6%	-$194K	0.46%	61
2018 Q3	$2.95M	Sell	70,440 -7,328	-9%	-$312K	0.48%	63
2018 Q2	$3.25M	Sell	77,768 -19,592	-20%	-$791K	0.58%	55
2018 Q1	$3.98M	Sell	97,360 -4,944	-5%	-$191K	0.65%	49
2017 Q4	$4M	Sell	102,304 -4,772	-4%	-$184K	0.63%	53
2017 Q3	$3.92M	Sell	107,076 -5,168	-5%	-$189K	0.63%	53
2017 Q2	$3.93M	Sell	112,244 -8,932	-7%	-$305K	0.64%	54
2017 Q1	$3.89M	Sell	121,176 -1,528	-1%	-$48K	0.65%	56
2016 Q4	$3.67M	Sell	122,704 -8,472	-6%	-$253K	0.63%	55
2016 Q3	$4.01M	Sell	131,176 -3,988	-3%	-$126K	0.7%	49
2016 Q2	$4.41M	Sell	135,164 -5,836	-4%	-$175K	0.77%	46
2016 Q1	$4.17M	Buy	141,000 +2,420	+2%	+$67.9K	0.73%	46
2015 Q4	$3.6M	Sell	138,580 -6,884	-5%	-$174K	0.64%	56
2015 Q3	$3.55M	Sell	145,464 -4,712	-3%	-$120K	0.66%	53
2015 Q2	$3.68M	Sell	150,176 -6,556	-4%	-$167K	0.6%	55
2015 Q1	$4.08M	Sell	156,732 -2,480	-2%	-$65.4K	0.65%	51
2014 Q4	$4.23M	Sell	159,212 -3,524	-2%	-$89K	0.66%	51
2014 Q3	$3.82M	Sell	162,736 -5,388	-3%	-$130K	0.61%	54
2014 Q2	$4.31M	Sell	168,124 -1,944	-1%	-$47.3K	0.65%	53
2014 Q1	$4.07M	Sell	170,068 -6,676	-4%	-$151K	0.59%	57
2013 Q4	$3.78M	Sell	176,744 -11,416	-6%	-$241K	0.54%	61
2013 Q3	$3.77M	Sell	188,160 -2,284	-1%	-$47.1K	0.56%	59
2013 Q2	$3.88M	Buy	+190,444	New	+$3.78M	0.58%	60

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

NBT Bank's NEE Position: Q1 2026 in Review

NBT Bank reduced its NextEra Energy (NEE) stake by 0.56% in Q1 2026, selling an estimated $41.8K and leaving 83,980 shares worth $7.8M. The position accounts for 0.51% of the portfolio, ranked #50.

NBT Bank first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.03M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

NBT Bank held 83,980 shares of NextEra Energy worth $7.8M as of Q1 2026.
NBT Bank sold 470 NextEra Energy shares in Q1 2026, an estimated $41.8K.
NextEra Energy made up 0.51% of NBT Bank's portfolio in Q1 2026, its #50 holding.
NBT Bank first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
NBT Bank's NextEra Energy position peaked at $8.03M in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.