First Bankers Trust’s NextEra Energy NEE Stock Holding History

First Bankers 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	$1.33M	Buy	15,119 +277	+2%	+$25.1K	0.41%	73
2026 Q1	$1.38M	Sell	14,842 -431	-3%	-$38.3K	0.47%	67
2025 Q4	$1.23M	Sell	15,273 -500	-3%	-$41.4K	0.41%	73
2025 Q3	$1.19M	Sell	15,773 -400	-2%	-$29.2K	0.41%	75
2025 Q2	$1.12M	Sell	16,173 -738	-4%	-$51.3K	0.42%	74
2025 Q1	$1.2M	Sell	16,911 -400	-2%	-$28.2K	0.47%	67
2024 Q4	$1.24M	Sell	17,311 -261	-1%	-$20.3K	0.48%	62
2024 Q3	$1.49M	Sell	17,572 -1,382	-7%	-$108K	0.57%	60
2024 Q2	$1.34M	Sell	18,954 -8,935	-32%	-$634K	0.55%	55
2024 Q1	$1.78M	Sell	27,889 -1,633	-6%	-$95.7K	0.76%	43
2023 Q4	$1.79M	Sell	29,522 -40,240	-58%	-$2.29M	0.83%	41
2023 Q3	$4M	Sell	69,762 -281	-0.4%	-$19.5K	2.02%	14
2023 Q2	$5.2M	Buy	70,043 +3,847	+6%	+$291K	2.54%	7
2023 Q1	$5.1M	Buy	66,196 +1,499	+2%	+$115K	2.56%	6
2022 Q4	$5.41M	Sell	64,697 -1,847	-3%	-$149K	2.78%	5
2022 Q3	$5.22M	Sell	66,544 -2,323	-3%	-$197K	2.99%	4
2022 Q2	$5.33M	Buy	68,867 +2,680	+4%	+$204K	2.79%	5
2022 Q1	$5.61M	Buy	66,187 +6,021	+10%	+$483K	2.61%	6
2021 Q4	$5.62M	Buy	60,166 +8,107	+16%	+$701K	2.47%	7
2021 Q3	$4.09M	Sell	52,059 -20,255	-28%	-$1.63M	2.05%	11
2021 Q2	$5.3M	Buy	72,314 +26,947	+59%	+$2.02M	2.58%	5
2021 Q1	$3.43M	Sell	45,367 -2,265	-5%	-$177K	1.43%	23
2020 Q4	$3.67M	Sell	47,632 -200	-0.4%	-$15K	1.42%	24
2020 Q3	$3.32M	Buy	47,832 +64	+0.1%	+$4.42K	1.41%	23
2020 Q2	$2.87M	Sell	47,768 -260	-0.5%	-$15.6K	1.28%	30
2020 Q1	$2.89M	Hold	48,028	–	–	1.49%	27
2019 Q4	$2.91M	Sell	48,028 -2,300	-5%	-$134K	1.23%	31
2019 Q3	$2.93M	Buy	50,328 +960	+2%	+$52K	1.32%	28
2019 Q2	$2.53M	Sell	49,368 -1,440	-3%	-$70.9K	1.17%	29
2019 Q1	$2.46M	Sell	50,808 -50,808	-50%	-$2.32M	1.17%	31
2018 Q4	$4.42M	Buy	101,616 +49,608	+95%	+$2.17M	1.15%	30
2018 Q3	$2.18M	Buy	52,008 +700	+1%	+$29.8K	1.04%	32
2018 Q2	$2.14M	Buy	51,308 +680	+1%	+$27.5K	1.11%	31
2018 Q1	$2.07M	Sell	50,628 -40	-0.1%	-$1.54K	1.09%	33
2017 Q4	$1.98M	Sell	50,668 -260	-0.5%	-$10K	0.98%	39
2017 Q3	$1.87M	Buy	50,928 +600	+1%	+$22K	0.97%	38
2017 Q2	$1.76M	Sell	50,328 -60	-0.1%	-$2.05K	0.95%	37
2017 Q1	$1.62M	Buy	50,388 +800	+2%	+$25.2K	0.88%	38
2016 Q4	$1.48M	Buy	49,588 +600	+1%	+$17.9K	0.82%	39
2016 Q3	$1.5M	Sell	48,988 -600	-1%	-$18.9K	0.84%	43
2016 Q2	$1.62M	Sell	49,588 -5,456	-10%	-$164K	0.9%	41
2016 Q1	$1.63M	Buy	55,044 +5,256	+11%	+$148K	0.68%	51
2015 Q4	$1.29M	Buy	49,788 +300	+0.6%	+$7.59K	0.56%	57
2015 Q3	$1.21M	Buy	49,488 +3,000	+6%	+$76.3K	0.56%	58
2015 Q2	$1.14M	Sell	46,488 -300	-0.6%	-$7.63K	0.48%	63
2015 Q1	$1.22M	Sell	46,788 -200	-0.4%	-$5.28K	0.52%	61
2014 Q4	$1.25M	Buy	46,988 +460	+1%	+$11.6K	0.54%	60
2014 Q3	$1.09M	Buy	46,528 +300	+0.6%	+$7.24K	0.48%	62
2014 Q2	$1.18M	Buy	46,228 +180	+0.4%	+$4.38K	0.52%	58
2014 Q1	$1.1M	Buy	46,048 +400	+0.9%	+$9.06K	0.51%	57
2013 Q4	$977K	Buy	45,648 +700	+2%	+$14.8K	0.46%	62
2013 Q3	$901K	Buy	44,948 +400	+0.9%	+$8.26K	0.48%	63
2013 Q2	$907K	Buy	+44,548	New	+$884K	0.49%	57

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

First Bankers Trust increased its NextEra Energy (NEE) stake by 1.9% in Q2 2026, buying an estimated $25.1K and bringing the position to 15,119 shares worth $1.33M. The position accounts for 0.41% of the portfolio, ranked #73.

First Bankers Trust first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.62M in Q4 2021. 1,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First Bankers Trust held 15,119 shares of NextEra Energy worth $1.33M as of Q2 2026.
First Bankers Trust bought 277 NextEra Energy shares in Q2 2026, an estimated $25.1K.
NextEra Energy made up 0.41% of First Bankers Trust's portfolio in Q2 2026, its #73 holding.
First Bankers Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
First Bankers Trust's NextEra Energy position peaked at $5.62M in Q4 2021.
1,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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