North Dallas Bank & Trust’s NextEra Energy NEE Stock Holding History

North Dallas Bank & Trust’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	$1.52M	Buy	17,348 +600	+4%	+$54.3K	0.9%	35
2026 Q1	$1.56M	Buy	16,748 +75	+0.4%	+$6.67K	1.05%	26
2025 Q4	$1.34M	Buy	+16,673	New	+$1.38M	0.87%	33
2025 Q2	$1.13M	Buy	+16,276	New	+$1.13M	0.86%	40

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

North Dallas Bank & Trust's NEE Position: Q2 2026 in Review

North Dallas Bank & Trust increased its NextEra Energy (NEE) stake by 3.6% in Q2 2026, buying an estimated $54.3K and bringing the position to 17,348 shares worth $1.52M. The position accounts for 0.9% of the portfolio, ranked #35.

North Dallas Bank & Trust first reported a position in NEE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

North Dallas Bank & Trust held 17,348 shares of NextEra Energy worth $1.52M as of Q2 2026.
North Dallas Bank & Trust bought 600 NextEra Energy shares in Q2 2026, an estimated $54.3K.
NextEra Energy made up 0.9% of North Dallas Bank & Trust's portfolio in Q2 2026, its #35 holding.
North Dallas Bank & Trust first reported a position in NextEra Energy in Q2 2025 and has held it in 4 quarters since.
North Dallas Bank & Trust's NextEra Energy position peaked at $1.56M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on North Dallas Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.