First Citizens Financial Corp’s NextEra Energy NEE Stock Holding History

First Citizens Financial Corp’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	$249K	Sell	3,281 -182	-5%	-$15.4K	0.1%	121
2026 Q2	$304K	Buy	3,463 +283	+9%	+$25.6K	0.13%	112
2026 Q1	$295K	Buy	+3,180	New	+$283K	0.14%	112
2025 Q4	–	Sell	-3,251	Closed	-$245K	–	137
2025 Q3	$245K	Buy	+3,251	New	+$238K	0.12%	117
2022 Q2	–	Sell	-2,527	Closed	-$214K	–	105
2022 Q1	$214K	Hold	2,527	–	–	0.16%	98
2021 Q4	$236K	Sell	2,527 -75	-3%	-$6.48K	0.17%	96
2021 Q3	$204K	Sell	2,602 -1,372	-35%	-$111K	0.16%	99
2021 Q2	$291K	Sell	3,974 -264	-6%	-$19.8K	0.22%	88
2021 Q1	$320K	Buy	4,238 +1,322	+45%	+$103K	0.26%	72
2020 Q4	$225K	Hold	2,916	–	–	0.2%	94
2020 Q3	$202K	Buy	+2,916	New	+$201K	0.2%	99

Other funds holding NEE

BTCPP

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

First Citizens Financial Corp's NEE Position: Q3 2026 in Review

First Citizens Financial Corp reduced its NextEra Energy (NEE) stake by 5.3% in Q3 2026, selling an estimated $15.4K and leaving 3,281 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #121.

First Citizens Financial Corp first reported a position in NEE in Q3 2020 and has held it in 11 quarters since. The position peaked at $320K in Q1 2021. 137 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

First Citizens Financial Corp held 3,281 shares of NextEra Energy worth $249K as of Q3 2026.
First Citizens Financial Corp sold 182 NextEra Energy shares in Q3 2026, an estimated $15.4K.
NextEra Energy made up 0.1% of First Citizens Financial Corp's portfolio in Q3 2026, its #121 holding.
First Citizens Financial Corp first reported a position in NextEra Energy in Q3 2020 and has held it in 11 quarters since.
First Citizens Financial Corp's NextEra Energy position peaked at $320K in Q1 2021.
137 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.