STAR Financial Bank’s NextEra Energy NEE Stock Holding History

STAR Financial 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	$274K	Buy	3,121 +132	+4%	+$11.9K	0.11%	93
2026 Q1	$278K	Sell	2,989 -368	-11%	-$32.7K	0.13%	83
2025 Q4	$270K	Sell	3,357 -1,539	-31%	-$127K	0.14%	93
2025 Q3	$370K	Buy	4,896 +1,900	+63%	+$139K	0.22%	77
2025 Q2	$208K	Sell	2,996 -342	-10%	-$23.8K	0.13%	107
2025 Q1	$237K	Buy	+3,338	New	+$236K	0.17%	94
2024 Q4	–	Sell	-3,298	Closed	-$279K	–	119
2024 Q3	$279K	Sell	3,298 -756	-19%	-$59K	0.19%	98
2024 Q2	$287K	Buy	4,054 +309	+8%	+$21.9K	0.22%	96
2024 Q1	$239K	Sell	3,745 -200	-5%	-$11.7K	0.2%	86
2023 Q4	$240K	Sell	3,945 -490	-11%	-$27.9K	0.22%	85
2023 Q3	$254K	Buy	+4,435	New	+$307K	0.26%	81

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

STAR Financial Bank's NEE Position: Q2 2026 in Review

STAR Financial Bank increased its NextEra Energy (NEE) stake by 4.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,121 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #93.

STAR Financial Bank first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. The position peaked at $370K in Q3 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

STAR Financial Bank held 3,121 shares of NextEra Energy worth $274K as of Q2 2026.
STAR Financial Bank bought 132 NextEra Energy shares in Q2 2026, an estimated $11.9K.
NextEra Energy made up 0.11% of STAR Financial Bank's portfolio in Q2 2026, its #93 holding.
STAR Financial Bank first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
STAR Financial Bank's NextEra Energy position peaked at $370K in Q3 2025.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.