First American Trust’s NextEra Energy NEE Stock Holding History

First American 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 Q1	$13.8M	Buy	148,618 +1,376	+0.9%	+$122K	0.93%	27
2025 Q4	$11.8M	Buy	147,242 +1,370	+0.9%	+$113K	0.81%	34
2025 Q3	$11M	Sell	145,872 -2,458	-2%	-$180K	0.8%	34
2025 Q2	$10.3M	Buy	148,330 +5,057	+4%	+$351K	0.82%	31
2025 Q1	$10.2M	Sell	143,273 -36,116	-20%	-$2.55M	0.93%	31
2024 Q4	$12.9M	Buy	179,389 +1,684	+0.9%	+$131K	1.28%	19
2024 Q3	$15M	Sell	177,705 -21,406	-11%	-$1.67M	1.49%	16
2024 Q2	$14.1M	Buy	199,111 +54,575	+38%	+$3.87M	1.41%	17
2024 Q1	$9.24M	Buy	144,536 +22,992	+19%	+$1.35M	0.97%	32
2023 Q4	$7.38M	Buy	121,544 +1,940	+2%	+$111K	0.91%	39
2023 Q3	$6.85M	Sell	119,604 -2,455	-2%	-$170K	0.97%	38
2023 Q2	$9.06M	Buy	122,059 +2,482	+2%	+$188K	1.25%	22
2023 Q1	$9.22M	Buy	119,577 +13,025	+12%	+$1M	1.37%	23
2022 Q4	$8.91M	Buy	106,552 +25,944	+32%	+$2.1M	1.38%	22
2022 Q3	$6.32M	Buy	80,608 +1,488	+2%	+$126K	1.06%	32
2022 Q2	$6.13M	Sell	79,120 -96,398	-55%	-$7.34M	0.97%	41
2022 Q1	$14.9M	Buy	175,518 +12,006	+7%	+$962K	2.05%	12
2021 Q4	$15.3M	Buy	163,512 +7,581	+5%	+$655K	2.08%	9
2021 Q3	$12.2M	Buy	+155,931	New	+$12.6M	1.85%	15

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

First American Trust's NEE Position: Q1 2026 in Review

First American Trust increased its NextEra Energy (NEE) stake by 0.93% in Q1 2026, buying an estimated $122K and bringing the position to 148,618 shares worth $13.8M. The position accounts for 0.93% of the portfolio, ranked #27.

First American Trust first reported a position in NEE in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.3M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

First American Trust held 148,618 shares of NextEra Energy worth $13.8M as of Q1 2026.
First American Trust bought 1,376 NextEra Energy shares in Q1 2026, an estimated $122K.
NextEra Energy made up 0.93% of First American Trust's portfolio in Q1 2026, its #27 holding.
First American Trust first reported a position in NextEra Energy in Q3 2021 and has held it in 19 quarters since.
First American Trust's NextEra Energy position peaked at $15.3M in Q4 2021.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.