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Southern Michigan Bank & Trust’s NextEra Energy NEE Stock Holding History

Southern Michigan 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 		$353K Sell
4,027
-17
-0.4% -$1.54K 0.13% 63
2026
Q1 		$376K Buy
+4,044
New +$360K 0.14% 56

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Southern Michigan Bank & Trust's NEE Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its NextEra Energy (NEE) stake by 0.42% in Q2 2026, selling an estimated $1.54K and leaving 4,027 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #63.

Southern Michigan Bank & Trust first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $376K in Q1 2026. 2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Southern Michigan Bank & Trust held 4,027 shares of NextEra Energy worth $353K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 17 NextEra Energy shares in Q2 2026, an estimated $1.54K.
  • NextEra Energy made up 0.13% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #63 holding.
  • Southern Michigan Bank & Trust first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's NextEra Energy position peaked at $376K in Q1 2026.
  • 2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.