FineMark National Bank & Trust NEE — NEXTERA ENERGY INC CO COM

Ownership history in FineMark National Bank & Trust  ·  56 quarters on record

AI Ownership Summary

FineMark National Bank & Trust reported NEXTERA ENERGY INC CO COM (NEE) in 56 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.73% in 2024 Q3. The latest visible filing shows NEE at 0.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FineMark National Bank & Trust's position in NEXTERA ENERGY INC CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEE was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEE stock page FineMark National Bank & Trust fund profile FineMark National Bank & Trust full holdings
How FineMark National Bank & Trust held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 281,846 +7,136 +2.6% 0.71% $22.6M 2026-02-14 (Est.) $92.49
2025 Q3 REDUCED — — — 274,710 -3,622 -1.3% 0.68% $20.7M 2025-11-12 $84.12
2025 Q2 ADDED — — — 278,332 +3,999 +1.5% 0.66% $19.3M 2025-08-11 $70.41
2025 Q1 REDUCED — — — 274,333 -330 -0.1% 0.71% $19.4M 2025-05-13 $69.52
2024 Q4 ADDED — — — 274,663 +26,326 +10.6% 0.69% $19.7M 2025-02-11 $67.25
2024 Q3 ADDED — — — 248,337 +5,385 +2.2% 0.73% $21.0M 2024-11-13 $70.51
2024 Q2 ADDED — — — 242,952 +1,432 +0.6% 0.63% $17.2M 2024-08-02 $74.74
2024 Q1 ADDED — — — 241,520 +6,146 +2.6% 0.57% $15.4M 2024-05-14 $70.72
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEE

As of 2026 Q2 — sorted by position size

Asset Management Advisors, LLC 3Y 7Y 5.6% Ausbil Investment Management Ltd 3Y 5.26% Constitution Capital LLC 3Y 3.87% FNY Investment Advisers, LLC 3Y 7Y 3.41% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.8% Bath Savings Trust Co 3Y 7Y 2.48% Somerset Trust Co 3Y 7Y 2.34% Northside Capital Management, LLC 3Y 7Y 2.17% SWP Investment Management LLC 2.01% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.93%

FAQ About FineMark National Bank & Trust and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has FineMark National Bank & Trust reported owning NEE?

FineMark National Bank & Trust reported NEE across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported NEE position in FineMark National Bank & Trust's portfolio?

The largest reported portfolio weight for NEE was 0.73% in 2024 Q3.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when FineMark National Bank & Trust reported 281,846 shares, equal to 0.71% of portfolio, with an estimated market value of $22.6M.

What does the chart on this NEE ownership page compare?

The chart compares FineMark National Bank & Trust's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FineMark National Bank & Trust time their NEE position?

Based on 13F filing dates vs. subsequent NEE price moves, FineMark National Bank & Trust correctly timed 24 out of 54 reported position changes (44%). The annualised alpha on NEE relative to SPY over the holding period was +42.3%.

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