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Parkside Financial Bank & Trust’s NextEra Energy NEE Stock Holding History

Parkside Financial 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
Q1 		$3.09M Sell
33,226
-470
-1% -$41.8K 0.24% 68
2025
Q4 		$2.71M Buy
33,696
+884
+3% +$73.2K 0.2% 80
2025
Q3 		$2.48M Buy
32,812
+1,063
+3% +$77.7K 0.19% 83
2025
Q2 		$2.2M Buy
31,749
+2,118
+7% +$147K 0.24% 88
2025
Q1 		$2.1M Buy
29,631
+255
+0.9% +$18K 0.27% 73
2024
Q4 		$2.11M Sell
29,376
-51
-0.2% -$3.96K 0.28% 69
2024
Q3 		$2.49M Buy
29,427
+1,951
+7% +$152K 0.35% 58
2024
Q2 		$1.95M Sell
27,476
-435
-2% -$30.9K 0.3% 62
2024
Q1 		$1.78M Buy
27,911
+7,138
+34% +$418K 0.29% 68
2023
Q4 		$1.26M Buy
20,773
+3,286
+19% +$187K 0.23% 77
2023
Q3 		$1M Buy
17,487
+5,531
+46% +$383K 0.23% 79
2023
Q2 		$887K Buy
11,956
+281
+2% +$21.3K 0.21% 83
2023
Q1 		$900K Sell
11,675
-1,074
-8% -$82.6K 0.24% 72
2022
Q4 		$1.07M Sell
12,749
-294
-2% -$23.8K 0.31% 55
2022
Q3 		$1.02M Buy
13,043
+259
+2% +$22K 0.33% 54
2022
Q2 		$990K Sell
12,784
-2,768
-18% -$211K 0.3% 56
2022
Q1 		$1.32M Sell
15,552
-506
-3% -$40.6K 0.35% 50
2021
Q4 		$1.5M Buy
16,058
+3,691
+30% +$319K 0.37% 44
2021
Q3 		$971K Buy
12,367
+267
+2% +$21.5K 0.29% 52
2021
Q2 		$887K Buy
12,100
+346
+3% +$26K 0.26% 57
2021
Q1 		$888K Sell
11,754
-650
-5% -$50.7K 0.27% 57
2020
Q4 		$957K Buy
12,404
+484
+4% +$36.2K 0.3% 49
2020
Q3 		$828K Sell
11,920
-3,104
-21% -$214K 0.29% 53
2020
Q2 		$902K Buy
15,024
+116
+0.8% +$6.94K 0.3% 54
2020
Q1 		$896K Sell
14,908
-124
-0.8% -$7.79K 0.34% 45
2019
Q4 		$910K Buy
15,032
+1,032
+7% +$60.3K 0.27% 55
2019
Q3 		$816K Sell
14,000
-968
-6% -$52.4K 0.26% 60
2019
Q2 		$767K Sell
14,968
-556
-4% -$27.4K 0.25% 60
2019
Q1 		$750K Buy
15,524
+140
+0.9% +$6.4K 0.25% 63
2018
Q4 		$669K Sell
15,384
-932
-6% -$40.8K 0.24% 67
2018
Q3 		$684K Sell
16,316
-396
-2% -$16.9K 0.24% 72
2018
Q2 		$698K Sell
16,712
-892
-5% -$36K 0.26% 66
2018
Q1 		$719K Sell
17,604
-1,360
-7% -$52.4K 0.27% 64
2017
Q4 		$740K Buy
18,964
+1,176
+7% +$45.4K 0.27% 68
2017
Q3 		$652K Sell
17,788
-20
-0.1% -$733 0.25% 67
2017
Q2 		$624K Buy
17,808
+284
+2% +$9.71K 0.26% 69
2017
Q1 		$562K Buy
17,524
+648
+4% +$20.4K 0.24% 75
2016
Q4 		$504K Buy
16,876
+224
+1% +$6.69K 0.22% 86
2016
Q3 		$510K Buy
16,652
+752
+5% +$23.7K 0.23% 82
2016
Q2 		$519K Buy
15,900
+1,300
+9% +$39K 0.25% 76
2016
Q1 		$432K Buy
14,600
+608
+4% +$17.1K 0.22% 90
2015
Q4 		$364K Buy
13,992
+196
+1% +$4.96K 0.18% 102
2015
Q3 		$337K Sell
13,796
-6,572
-32% -$167K 0.19% 91
2015
Q2 		$499K Sell
20,368
-220
-1% -$5.59K 0.27% 76
2015
Q1 		$536K Sell
20,588
-508
-2% -$13.4K 0.29% 75
2014
Q4 		$561K Sell
21,096
-1,936
-8% -$48.9K 0.32% 71
2014
Q3 		$540K Buy
23,032
+1,092
+5% +$26.4K 0.33% 67
2014
Q2 		$563K Buy
21,940
+3,076
+16% +$74.8K 0.33% 71
2014
Q1 		$451K Sell
18,864
-92
-0.5% -$2.08K 0.28% 80
2013
Q4 		$405K Buy
18,956
+1,680
+10% +$35.4K 0.27% 88
2013
Q3 		$346K Buy
17,276
+36
+0.2% +$743 0.27% 86
2013
Q2 		$352K Buy
+17,240
New +$342K 0.28% 88

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

Parkside Financial Bank & Trust's NEE Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its NextEra Energy (NEE) stake by 1.4% in Q1 2026, selling an estimated $41.8K and leaving 33,226 shares worth $3.09M. The position accounts for 0.24% of the portfolio, ranked #68.

Parkside Financial Bank & Trust first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Parkside Financial Bank & Trust held 33,226 shares of NextEra Energy worth $3.09M as of Q1 2026.
  • Parkside Financial Bank & Trust sold 470 NextEra Energy shares in Q1 2026, an estimated $41.8K.
  • NextEra Energy made up 0.24% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #68 holding.
  • Parkside Financial Bank & Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.