First Bank & Trust’s NextEra Energy NEE Stock Holding History

First Bank & 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	$232K	Buy	+2,646	New	+$239K	0.03%	256
2022 Q3	–	Sell	-669	Closed	-$52K	–	384
2022 Q2	$52K	Hold	669	–	–	0.02%	279
2022 Q1	$57K	Hold	669	–	–	0.02%	275
2021 Q4	$62K	Buy	669 +33	+5%	+$2.85K	0.03%	264
2021 Q3	$50K	Hold	636	–	–	0.02%	269
2021 Q2	$47K	Hold	636	–	–	0.02%	273
2021 Q1	$48K	Hold	636	–	–	0.02%	268
2020 Q4	$49K	Hold	636	–	–	0.03%	257
2020 Q3	$44K	Hold	636	–	–	0.03%	256
2020 Q2	$38K	Hold	636	–	–	0.03%	248
2020 Q1	$38K	Sell	636 -624	-50%	-$39.2K	0.03%	250
2019 Q4	$76K	Hold	1,260	–	–	0.06%	204
2019 Q3	$73K	Hold	1,260	–	–	0.06%	192
2019 Q2	$65K	Buy	+1,260	New	+$62K	0.05%	196
2018 Q1	–	Sell	-160	Closed	-$6K	–	272
2017 Q4	$6K	Buy	+160	New	+$6.18K	﹤0.01%	237

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 $3.38T AUM 44.17% 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 Bank & Trust's NEE Position: Q2 2026 in Review

First Bank & Trust opened a new position in NextEra Energy (NEE) in Q2 2026: 2,646 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings. This is a return to the name: First Bank & Trust previously reported a position in NEE as recently as Q2 2022.

First Bank & Trust first reported a position in NEE in Q4 2017 and has held it in 15 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First Bank & Trust held 2,646 shares of NextEra Energy worth $232K as of Q2 2026.
NextEra Energy was a new First Bank & Trust position in Q2 2026.
NextEra Energy made up 0.03% of First Bank & Trust's portfolio in Q2 2026, its #256 holding.
First Bank & Trust first reported a position in NextEra Energy in Q4 2017 and has held it in 15 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.