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 Q2	$12.9M	Sell	147,029 -1,589	-1%	-$144K	0.78%	36
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 $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

First American Trust's NEE Position: Q2 2026 in Review

First American Trust reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $144K and leaving 147,029 shares worth $12.9M. The position accounts for 0.78% of the portfolio, ranked #36.

First American Trust first reported a position in NEE in Q3 2021 and has held it in 20 quarters since. The position peaked at $15.3M in Q4 2021. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First American Trust held 147,029 shares of NextEra Energy worth $12.9M as of Q2 2026.
First American Trust sold 1,589 NextEra Energy shares in Q2 2026, an estimated $144K.
NextEra Energy made up 0.78% of First American Trust's portfolio in Q2 2026, its #36 holding.
First American Trust first reported a position in NextEra Energy in Q3 2021 and has held it in 20 quarters since.
First American Trust's NextEra Energy position peaked at $15.3M in Q4 2021.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.