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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

STAR Financial Bank's NEE Position: Q1 2026 in Review

STAR Financial Bank reduced its NextEra Energy (NEE) stake by 11% in Q1 2026, selling an estimated $32.7K and leaving 2,989 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #83.

STAR Financial Bank first reported a position in NEE in Q3 2023 and has held it in 10 quarters since. The position peaked at $370K in Q3 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

STAR Financial Bank held 2,989 shares of NextEra Energy worth $278K as of Q1 2026.
STAR Financial Bank sold 368 NextEra Energy shares in Q1 2026, an estimated $32.7K.
NextEra Energy made up 0.13% of STAR Financial Bank's portfolio in Q1 2026, its #83 holding.
STAR Financial Bank first reported a position in NextEra Energy in Q3 2023 and has held it in 10 quarters since.
STAR Financial Bank's NextEra Energy position peaked at $370K in Q3 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.