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Security National Bank’s NextEra Energy NEE Stock Holding History

Security National 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 		$9.88M Buy
112,578
+11,045
+11% +$999K 1.18% 27
2026
Q1 		$9.43M Buy
101,533
+2,083
+2% +$185K 1.37% 21
2025
Q4 		$7.98M Buy
99,450
+1,442
+1% +$119K 1.14% 25
2025
Q3 		$7.4M Buy
98,008
+5,138
+6% +$375K 1.13% 23
2025
Q2 		$6.45M Buy
92,870
+280
+0.3% +$19.4K 1.12% 24
2025
Q1 		$6.56M Buy
92,590
+1,551
+2% +$109K 1.24% 22
2024
Q4 		$6.53M Sell
91,039
-865
-0.9% -$67.2K 0.93% 26
2024
Q3 		$7.77M Sell
91,904
-469
-0.5% -$36.6K 1.06% 22
2024
Q2 		$6.54M Buy
92,373
+1,935
+2% +$137K 0.95% 27
2024
Q1 		$5.78M Buy
90,438
+4,329
+5% +$254K 0.88% 28
2023
Q4 		$5.23M Buy
86,109
+3,580
+4% +$204K 1.18% 28
2023
Q3 		$4.71M Buy
82,529
+2,010
+2% +$139K 1.32% 28
2023
Q2 		$5.97M Sell
80,519
-593
-0.7% -$44.9K 1.52% 24
2023
Q1 		$6.25M Sell
81,112
-4,419
-5% -$340K 1.67% 23
2022
Q4 		$7.15M Buy
85,531
+30,130
+54% +$2.43M 1.93% 20
2022
Q3 		$4.34M Buy
55,401
+2,401
+5% +$204K 1.21% 32
2022
Q2 		$4.11M Sell
53,000
-1,723
-3% -$131K 1.14% 38
2022
Q1 		$4.64M Buy
54,723
+996
+2% +$79.8K 1.06% 38
2021
Q4 		$5.02M Buy
53,727
+886
+2% +$76.6K 1.14% 35
2021
Q3 		$4.15M Buy
52,841
+230
+0.4% +$18.5K 1.04% 40
2021
Q2 		$3.85M Buy
52,611
+158
+0.3% +$11.9K 1.01% 39
2021
Q1 		$3.97M Buy
52,453
+2,212
+4% +$173K 1.17% 36
2020
Q4 		$3.88M Sell
50,241
-299
-0.6% -$22.4K 1.23% 33
2020
Q3 		$3.51M Buy
50,540
+1,704
+3% +$118K 1.22% 33
2020
Q2 		$2.93M Buy
48,836
+2,600
+6% +$156K 1.21% 34
2020
Q1 		$2.78M Sell
46,236
-1,084
-2% -$68.1K 1.46% 30
2019
Q4 		$2.87M Buy
47,320
+720
+2% +$42K 1.28% 33
2019
Q3 		$2.71M Buy
46,600
+2,216
+5% +$120K 1.28% 33
2019
Q2 		$2.27M Buy
44,384
+720
+2% +$35.4K 1.12% 40
2019
Q1 		$2.11M Buy
43,664
+5,796
+15% +$265K 1.09% 38
2018
Q4 		$1.65M Sell
37,868
-1,156
-3% -$50.6K 1.03% 39
2018
Q3 		$1.64M Buy
+39,024
New +$1.66M 0.9% 42

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Security National Bank's NEE Position: Q2 2026 in Review

Security National Bank increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $999K and bringing the position to 112,578 shares worth $9.88M. The position accounts for 1.18% of the portfolio, ranked #27.

Security National Bank first reported a position in NEE in Q3 2018 and has held it in 32 quarters since. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Security National Bank held 112,578 shares of NextEra Energy worth $9.88M as of Q2 2026.
  • Security National Bank bought 11,045 NextEra Energy shares in Q2 2026, an estimated $999K.
  • NextEra Energy made up 1.18% of Security National Bank's portfolio in Q2 2026, its #27 holding.
  • Security National Bank first reported a position in NextEra Energy in Q3 2018 and has held it in 32 quarters since.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.