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

First Citizens 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 		$4.13M Sell
47,088
-1,550
-3% -$140K 0.06% 143
2026
Q1 		$4.52M Sell
48,638
-5,745
-11% -$511K 0.1% 123
2025
Q4 		$4.37M Buy
54,383
+505
+0.9% +$41.8K 0.09% 125
2025
Q3 		$4.07M Sell
53,878
-2,145
-4% -$157K 0.09% 127
2025
Q2 		$3.89M Sell
56,023
-4,418
-7% -$307K 0.07% 128
2025
Q1 		$4.28M Sell
60,441
-7,995
-12% -$564K 0.11% 123
2024
Q4 		$4.91M Sell
68,436
-35,248
-34% -$2.74M 0.09% 108
2024
Q3 		$8.76M Sell
103,684
-1,629
-2% -$127K 0.19% 79
2024
Q2 		$7.46M Buy
105,313
+14,866
+16% +$1.05M 0.14% 85
2024
Q1 		$5.78M Buy
90,447
+55,571
+159% +$3.26M 0.11% 100
2023
Q4 		$2.12M Sell
34,876
-3,058
-8% -$174K 0.04% 166
2023
Q3 		$2.17M Sell
37,934
-1,671
-4% -$116K 0.04% 150
2023
Q2 		$2.94M Buy
39,605
+1,706
+5% +$129K 0.05% 131
2023
Q1 		$2.92M Buy
37,899
+5,471
+17% +$421K 0.06% 124
2022
Q4 		$2.71M Buy
32,428
+18,737
+137% +$1.51M 0.08% 106
2022
Q3 		$1.07M Buy
13,691
+941
+7% +$79.8K 0.04% 175
2022
Q2 		$987K Buy
12,750
+2,607
+26% +$198K 0.03% 167
2022
Q1 		$859K Sell
10,143
-2,037
-17% -$163K 0.03% 184
2021
Q4 		$1.14M Sell
12,180
-953
-7% -$82.4K 0.04% 165
2021
Q3 		$1.03M Buy
13,133
+2,898
+28% +$234K 0.05% 166
2021
Q2 		$750K Sell
10,235
-208
-2% -$15.6K 0.04% 180
2021
Q1 		$789K Sell
10,443
-637
-6% -$49.7K 0.04% 200
2020
Q4 		$855K Sell
11,080
-712
-6% -$53.3K 0.04% 187
2020
Q3 		$819K Sell
11,792
-128
-1% -$8.84K 0.06% 195
2020
Q2 		$715K Sell
11,920
-1,316
-10% -$78.8K 0.06% 199
2020
Q1 		$796K Sell
13,236
-1,456
-10% -$91.5K 0.1% 175
2019
Q4 		$889K Buy
14,692
+304
+2% +$17.7K 0.09% 182
2019
Q3 		$838K Buy
14,388
+3,176
+28% +$172K 0.1% 198
2019
Q2 		$574K Sell
11,212
-1,564
-12% -$77K 0.06% 239
2019
Q1 		$617K Sell
12,776
-11,228
-47% -$513K 0.07% 224
2018
Q4 		$1.04M Buy
24,004
+5,508
+30% +$241K 0.13% 168
2018
Q3 		$775K Sell
18,496
-3,172
-15% -$135K 0.09% 204
2018
Q2 		$904K Buy
21,668
+3,712
+21% +$150K 0.11% 188
2018
Q1 		$734K Sell
17,956
-57,152
-76% -$2.2M 0.1% 202
2017
Q4 		$2.93M Buy
75,108
+13,740
+22% +$530K 0.39% 75
2017
Q3 		$2.25M Sell
61,368
-1,316
-2% -$48.2K 0.29% 109
2017
Q2 		$2.2M Buy
+62,684
New +$2.14M 0.28% 104
2015
Q4 		– Sell
-8,224
Closed -$201K – 395
2015
Q3 		$201K Buy
+8,224
New +$209K 0.01% 370
2013
Q4 		– Sell
-160,008
Closed -$3.21M – 640
2013
Q3 		$3.21M Buy
160,008
+6,012
+4% +$124K 0.12% 175
2013
Q2 		$3.14M Buy
+153,996
New +$3.06M 0.13% 170

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

First Citizens Bank & Trust's NEE Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its NextEra Energy (NEE) stake by 3.2% in Q2 2026, selling an estimated $140K and leaving 47,088 shares worth $4.13M. The position accounts for 0.06% of the portfolio, ranked #143.

First Citizens Bank & Trust first reported a position in NEE in Q2 2013 and has held it in 40 quarters since. The position peaked at $8.76M in Q3 2024. 517 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • First Citizens Bank & Trust held 47,088 shares of NextEra Energy worth $4.13M as of Q2 2026.
  • First Citizens Bank & Trust sold 1,550 NextEra Energy shares in Q2 2026, an estimated $140K.
  • NextEra Energy made up 0.06% of First Citizens Bank & Trust's portfolio in Q2 2026, its #143 holding.
  • First Citizens Bank & Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 40 quarters since.
  • First Citizens Bank & Trust's NextEra Energy position peaked at $8.76M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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