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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Citizens Financial Corp's NEE Position: Q2 2026 in Review

First Citizens Financial Corp increased its NextEra Energy (NEE) stake by 8.9% in Q2 2026, buying an estimated $25.6K and bringing the position to 3,463 shares worth $304K. The position accounts for 0.13% of the portfolio, ranked #112.

First Citizens Financial Corp first reported a position in NEE in Q3 2020 and has held it in 10 quarters since. The position peaked at $320K in Q1 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First Citizens Financial Corp held 3,463 shares of NextEra Energy worth $304K as of Q2 2026.
First Citizens Financial Corp bought 283 NextEra Energy shares in Q2 2026, an estimated $25.6K.
NextEra Energy made up 0.13% of First Citizens Financial Corp's portfolio in Q2 2026, its #112 holding.
First Citizens Financial Corp first reported a position in NextEra Energy in Q3 2020 and has held it in 10 quarters since.
First Citizens Financial Corp's NextEra Energy position peaked at $320K in Q1 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.