Sandy Spring Bank’s NextEra Energy NEE Stock Holding History

Sandy Spring 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
2025 Q1	$14.2M	Buy	200,042 +6,711	+3%	+$474K	0.6%	37
2024 Q4	$13.9M	Buy	193,331 +6,245	+3%	+$485K	0.56%	40
2024 Q3	$15.8M	Buy	187,086 +20,988	+13%	+$1.64M	0.65%	32
2024 Q2	$11.8M	Sell	166,098 -1,157	-0.7%	-$82.1K	0.52%	44
2024 Q1	$10.7M	Buy	167,255 +2,788	+2%	+$163K	0.49%	49
2023 Q4	$9.99M	Buy	164,467 +8,136	+5%	+$464K	0.5%	46
2023 Q3	$8.96M	Buy	156,331 +547	+0.4%	+$37.9K	0.5%	43
2023 Q2	$11.6M	Buy	155,784 +5,041	+3%	+$382K	0.62%	33
2023 Q1	$11.6M	Buy	150,743 +7,969	+6%	+$613K	0.66%	32
2022 Q4	$11.9M	Buy	142,774 +1,011	+0.7%	+$81.7K	0.71%	31
2022 Q3	$11.1M	Sell	141,763 -7,380	-5%	-$626K	0.71%	29
2022 Q2	$11.6M	Sell	149,143 -3,068	-2%	-$234K	0.69%	29
2022 Q1	$12.9M	Buy	152,211 +1,723	+1%	+$138K	0.66%	34
2021 Q4	$14.1M	Sell	150,488 -2,421	-2%	-$209K	0.67%	34
2021 Q3	$12M	Sell	152,909 -1,792	-1%	-$145K	0.64%	35
2021 Q2	$11.3M	Buy	154,701 +4,550	+3%	+$341K	0.6%	34
2021 Q1	$11.4M	Buy	150,151 +5,911	+4%	+$461K	0.65%	32
2020 Q4	$11.1M	Buy	144,240 +4,748	+3%	+$355K	0.68%	31
2020 Q3	$9.68M	Buy	139,492 +4,012	+3%	+$277K	0.66%	37
2020 Q2	$8.13M	Buy	135,480 +11,100	+9%	+$664K	0.6%	37
2020 Q1	$7.48M	Buy	124,380 +2,032	+2%	+$128K	0.68%	37
2019 Q4	$7.41M	Sell	122,348 -8,032	-6%	-$469K	0.54%	47
2019 Q3	$7.59M	Buy	130,380 +4,088	+3%	+$221K	0.59%	39
2019 Q2	$6.47M	Sell	126,292 -1,028	-0.8%	-$50.6K	0.52%	45
2019 Q1	$6.15M	Buy	127,320 +2,352	+2%	+$108K	0.52%	47
2018 Q4	$5.43M	Sell	124,968 -1,092	-0.9%	-$47.8K	0.52%	48
2018 Q3	$5.28M	Buy	126,060 +6,316	+5%	+$269K	0.43%	56
2018 Q2	$5M	Buy	119,744 +9,244	+8%	+$373K	0.43%	59
2018 Q1	$4.51M	Buy	110,500 +2,684	+2%	+$103K	0.4%	62
2017 Q4	$4.21M	Sell	107,816 -1,668	-2%	-$64.4K	0.38%	66
2017 Q3	$4.01M	Buy	109,484 +2,500	+2%	+$91.6K	0.38%	70
2017 Q2	$3.75M	Buy	106,984 +868	+0.8%	+$29.7K	0.37%	70
2017 Q1	$3.4M	Buy	106,116 +308	+0.3%	+$9.68K	0.34%	76
2016 Q4	$3.16M	Buy	105,808 +4,296	+4%	+$128K	0.33%	77
2016 Q3	$3.1M	Buy	101,512 +520	+0.5%	+$16.4K	0.33%	75
2016 Q2	$3.29M	Sell	100,992 -736	-0.7%	-$22.1K	0.38%	70
2016 Q1	$3.01M	Buy	101,728 +2,504	+3%	+$70.3K	0.34%	78
2015 Q4	$2.58M	Buy	99,224 +3,004	+3%	+$76K	0.3%	87
2015 Q3	$2.35M	Buy	96,220 +1,492	+2%	+$37.9K	0.29%	91
2015 Q2	$2.32M	Buy	94,728 +5,396	+6%	+$137K	0.26%	98
2015 Q1	$2.32M	Sell	89,332 -55,076	-38%	-$1.45M	0.27%	99
2014 Q4	$3.84M	Sell	144,408 -3,568	-2%	-$90.1K	0.46%	69
2014 Q3	$3.47M	Sell	147,976 -2,940	-2%	-$71K	0.43%	74
2014 Q2	$3.87M	Sell	150,916 -10,380	-6%	-$253K	0.48%	66
2014 Q1	$3.86M	Buy	161,296 +604	+0.4%	+$13.7K	0.59%	59
2013 Q4	$3.44M	Sell	160,692 -5,500	-3%	-$116K	0.49%	68
2013 Q3	$3.33M	Sell	166,192 -7,064	-4%	-$146K	0.5%	70
2013 Q2	$3.53M	Buy	+173,256	New	+$3.44M	0.55%	59

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sandy Spring Bank's NEE Position: Q1 2025 in Review

Sandy Spring Bank increased its NextEra Energy (NEE) stake by 3.5% in Q1 2025, buying an estimated $474K and bringing the position to 200,042 shares worth $14.2M. The position accounts for 0.6% of the portfolio, ranked #37.

Sandy Spring Bank first reported a position in NEE in Q2 2013 and has held it in 48 quarters since. The position peaked at $15.8M in Q3 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Sandy Spring Bank held 200,042 shares of NextEra Energy worth $14.2M as of Q1 2025.
Sandy Spring Bank bought 6,711 NextEra Energy shares in Q1 2025, an estimated $474K.
NextEra Energy made up 0.6% of Sandy Spring Bank's portfolio in Q1 2025, its #37 holding.
Sandy Spring Bank first reported a position in NextEra Energy in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's NextEra Energy position peaked at $15.8M in Q3 2024.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.