Tompkins Financial’s NextEra Energy NEE Stock Holding History

Tompkins 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	$471K	Sell	5,363 -192	-3%	-$17.4K	0.03%	135
2026 Q1	$516K	Hold	5,555	–	–	0.04%	126
2025 Q4	$446K	Hold	5,555	–	–	0.03%	135
2025 Q3	$419K	Hold	5,555	–	–	0.04%	137
2025 Q2	$386K	Sell	5,555 -4,000	-42%	-$278K	0.04%	137
2025 Q1	$677K	Hold	9,555	–	–	0.06%	110
2024 Q4	$685K	Sell	9,555 -221	-2%	-$17.2K	0.06%	107
2024 Q3	$826K	Buy	9,776 +549	+6%	+$42.8K	0.08%	99
2024 Q2	$653K	Hold	9,227	–	–	0.07%	112
2024 Q1	$590K	Hold	9,227	–	–	0.07%	121
2023 Q4	$560K	Buy	9,227 +2,162	+31%	+$123K	0.07%	121
2023 Q3	$405K	Sell	7,065 -187	-3%	-$12.9K	0.06%	129
2023 Q2	$538K	Hold	7,252	–	–	0.08%	116
2023 Q1	$559K	Sell	7,252 -472	-6%	-$36.3K	0.09%	116
2022 Q4	$646K	Sell	7,724 -559	-7%	-$45.2K	0.1%	109
2022 Q3	$649K	Buy	8,283 +1,677	+25%	+$142K	0.11%	101
2022 Q2	$512K	Hold	6,606	–	–	0.08%	120
2022 Q1	$560K	Buy	6,606 +2,606	+65%	+$209K	0.08%	120
2021 Q4	$373K	Hold	4,000	–	–	0.07%	106
2021 Q3	$314K	Buy	+4,000	New	+$323K	0.06%	115
2021 Q1	$308K	Sell	4,068 -76	-2%	-$5.93K	0.05%	116
2020 Q4	$320K	Buy	4,144 +76	+2%	+$5.68K	0.06%	117
2020 Q3	$282K	Buy	4,068 +68	+2%	+$4.7K	0.05%	133
2020 Q2	$240K	Hold	4,000	–	–	0.05%	142
2020 Q1	$241K	Hold	4,000	–	–	0.06%	136
2019 Q4	$242K	Buy	+4,000	New	+$234K	0.04%	157
2017 Q3	–	Sell	-400	Closed	-$14K	–	422
2017 Q2	$14K	Buy	+400	New	+$13.7K	﹤0.01%	301
2017 Q1	–	Sell	-128	Closed	-$4K	–	374
2016 Q4	$4K	Hold	128	–	–	﹤0.01%	347
2016 Q3	$4K	Sell	128 -16,200	-99%	-$510K	﹤0.01%	349
2016 Q2	$532K	Buy	16,328 +416	+3%	+$12.5K	0.16%	93
2016 Q1	$471K	Sell	15,912 -820	-5%	-$23K	0.15%	105
2015 Q4	$435K	Sell	16,732 -4,072	-20%	-$103K	0.14%	120
2015 Q3	$507K	Sell	20,804 -5,180	-20%	-$132K	0.16%	103
2015 Q2	$637K	Sell	25,984 -420	-2%	-$10.7K	0.17%	94
2015 Q1	$687K	Buy	26,404 +1,420	+6%	+$37.5K	0.17%	94
2014 Q4	$664K	Sell	24,984 -1,120	-4%	-$28.3K	0.17%	98
2014 Q3	$613K	Sell	26,104 -484	-2%	-$11.7K	0.16%	108
2014 Q2	$681K	Buy	26,588 +188	+0.7%	+$4.57K	0.17%	105
2014 Q1	$631K	Buy	26,400 +5,680	+27%	+$129K	0.16%	106
2013 Q4	$444K	Sell	20,720 -800	-4%	-$16.9K	0.12%	117
2013 Q3	$431K	Sell	21,520 -1,520	-7%	-$31.4K	0.12%	117
2013 Q2	$469K	Buy	+23,040	New	+$457K	0.14%	109

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

Tompkins Financial's NEE Position: Q2 2026 in Review

Tompkins Financial reduced its NextEra Energy (NEE) stake by 3.5% in Q2 2026, selling an estimated $17.4K and leaving 5,363 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #135.

Tompkins Financial first reported a position in NEE in Q2 2013 and has held it in 42 quarters since. The position peaked at $826K in Q3 2024. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Tompkins Financial held 5,363 shares of NextEra Energy worth $471K as of Q2 2026.
Tompkins Financial sold 192 NextEra Energy shares in Q2 2026, an estimated $17.4K.
NextEra Energy made up 0.03% of Tompkins Financial's portfolio in Q2 2026, its #135 holding.
Tompkins Financial first reported a position in NextEra Energy in Q2 2013 and has held it in 42 quarters since.
Tompkins Financial's NextEra Energy position peaked at $826K in Q3 2024.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.