First Bancorp’s NextEra Energy NEE Stock Holding History

First Bancorp’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 Q3	$607K	Buy	8,014 +86	+1%	+$7.27K	0.25%	70
2026 Q2	$696K	Buy	7,928 +936	+13%	+$84.7K	0.27%	65
2026 Q1	$649K	Sell	6,992 -190	-3%	-$16.9K	0.32%	61
2025 Q4	$577K	Sell	7,182 -20	-0.3%	-$1.66K	0.31%	68
2025 Q3	$544K	Sell	7,202 -830	-10%	-$60.6K	0.29%	72
2025 Q2	$558K	Buy	8,032 +498	+7%	+$34.6K	0.32%	71
2025 Q1	$534K	Sell	7,534 -58	-0.8%	-$4.09K	0.35%	64
2024 Q4	$544K	Sell	7,592 -52	-0.7%	-$4.04K	0.37%	59
2024 Q3	$646K	Sell	7,644 -173	-2%	-$13.5K	0.45%	53
2024 Q2	$554K	Sell	7,817 -90	-1%	-$6.39K	0.41%	55
2024 Q1	$505K	Hold	7,907	–	–	0.38%	56
2023 Q4	$480K	Sell	7,907 -2,000	-20%	-$114K	0.38%	57
2023 Q3	$568K	Hold	9,907	–	–	0.49%	46
2023 Q2	$735K	Sell	9,907 -10	-0.1%	-$757	0.61%	40
2023 Q1	$764K	Sell	9,917 -50	-0.5%	-$3.84K	0.65%	36
2022 Q4	$833K	Sell	9,967 -359	-3%	-$29K	0.7%	35
2022 Q3	$810K	Buy	10,326 +182	+2%	+$15.4K	0.73%	33
2022 Q2	$786K	Sell	10,144 -200	-2%	-$15.2K	0.74%	31
2022 Q1	$876K	Sell	10,344 -19	-0.2%	-$1.52K	0.8%	28
2021 Q4	$967K	Buy	10,363 +359	+4%	+$31K	0.84%	25
2021 Q3	$785K	Buy	+10,004	New	+$807K	0.74%	33
2021 Q1	$772K	Buy	+10,214	New	+$797K	0.76%	28

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

First Bancorp's NEE Position: Q3 2026 in Review

First Bancorp increased its NextEra Energy (NEE) stake by 1.1% in Q3 2026, buying an estimated $7.27K and bringing the position to 8,014 shares worth $607K. The position accounts for 0.25% of the portfolio, ranked #70.

First Bancorp first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $967K in Q4 2021. 1,133 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

First Bancorp held 8,014 shares of NextEra Energy worth $607K as of Q3 2026.
First Bancorp bought 86 NextEra Energy shares in Q3 2026, an estimated $7.27K.
NextEra Energy made up 0.25% of First Bancorp's portfolio in Q3 2026, its #70 holding.
First Bancorp first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
First Bancorp's NextEra Energy position peaked at $967K in Q4 2021.
1,133 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on First Bancorp's 13F filing for Q3 2026, filed 26 Oct 2026.