South Plains Financial’s NextEra Energy NEE Stock Holding History

South Plains Financial’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	$622K	Sell	7,089 -109	-2%	-$9.86K	0.33%	73
2026 Q1	$669K	Sell	7,198 -197	-3%	-$17.5K	0.39%	72
2025 Q4	$594K	Buy	7,395 +606	+9%	+$50.2K	0.35%	79
2025 Q3	$512K	Buy	6,789 +52	+0.8%	+$3.8K	0.32%	83
2025 Q2	$468K	Sell	6,737 -14	-0.2%	-$972	0.33%	80
2025 Q1	$479K	Buy	6,751 +57	+0.9%	+$4.02K	0.37%	77
2024 Q4	$480K	Buy	+6,694	New	+$520K	0.37%	72

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

South Plains Financial's NEE Position: Q2 2026 in Review

South Plains Financial reduced its NextEra Energy (NEE) stake by 1.5% in Q2 2026, selling an estimated $9.86K and leaving 7,089 shares worth $622K. The position accounts for 0.33% of the portfolio, ranked #73.

South Plains Financial first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $669K in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

South Plains Financial held 7,089 shares of NextEra Energy worth $622K as of Q2 2026.
South Plains Financial sold 109 NextEra Energy shares in Q2 2026, an estimated $9.86K.
NextEra Energy made up 0.33% of South Plains Financial's portfolio in Q2 2026, its #73 holding.
South Plains Financial first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
South Plains Financial's NextEra Energy position peaked at $669K in Q1 2026.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.