Texas Bank & Trust’s NextEra Energy NEE Stock Holding History

Texas 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	$943K	Buy	10,749 +10	+0.1%	+$905	0.31%	78
2026 Q1	$997K	Sell	10,739 -485	-4%	-$43.1K	0.37%	71
2025 Q4	$901K	Sell	11,224 -8	-0.1%	-$663	0.33%	78
2025 Q3	$848K	Buy	11,232 +3,310	+42%	+$242K	0.32%	83
2025 Q2	$550K	Buy	7,922 +487	+7%	+$33.8K	0.22%	108
2025 Q1	$527K	Sell	7,435 -2,005	-21%	-$142K	0.22%	104
2024 Q4	$677K	Buy	+9,440	New	+$733K	0.28%	95

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

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

Texas Bank & Trust increased its NextEra Energy (NEE) stake by 0.09% in Q2 2026, buying an estimated $905 and bringing the position to 10,749 shares worth $943K. The position accounts for 0.31% of the portfolio, ranked #78.

Texas Bank & Trust first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $997K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Texas Bank & Trust held 10,749 shares of NextEra Energy worth $943K as of Q2 2026.
Texas Bank & Trust bought 10 NextEra Energy shares in Q2 2026, an estimated $905.
NextEra Energy made up 0.31% of Texas Bank & Trust's portfolio in Q2 2026, its #78 holding.
Texas Bank & Trust first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Texas Bank & Trust's NextEra Energy position peaked at $997K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.