First City Capital Management’s NextEra Energy NEE Stock Holding History

First City Capital Management’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	$307K	Hold	3,502	–	–	0.15%	138
2026 Q1	$325K	Sell	3,502 -240	-6%	-$21.3K	0.17%	123
2025 Q4	$300K	Hold	3,742	–	–	0.16%	129
2025 Q3	$282K	Hold	3,742	–	–	0.15%	133
2025 Q2	$260K	Hold	3,742	–	–	0.15%	133
2025 Q1	$265K	Sell	3,742 -4,050	-52%	-$286K	0.16%	127
2024 Q4	$559K	Sell	7,792 -194	-2%	-$15.1K	0.3%	81
2024 Q3	$675K	Buy	7,986 +22	+0.3%	+$1.72K	0.35%	67
2024 Q2	$564K	Sell	7,964 -28	-0.4%	-$1.99K	0.32%	79
2024 Q1	$511K	Sell	7,992 -4,000	-33%	-$234K	0.28%	88
2023 Q4	$728K	Sell	11,992 -64	-0.5%	-$3.65K	0.42%	63
2023 Q3	$691K	Hold	12,056	–	–	0.43%	63
2023 Q2	$895K	Buy	12,056 +300	+3%	+$22.7K	0.53%	50
2023 Q1	$901K	Hold	11,756	–	–	0.53%	50
2022 Q4	$983K	Sell	11,756 -10	-0.1%	-$808	0.59%	48
2022 Q3	$923K	Buy	11,766 +1,376	+13%	+$117K	0.61%	47
2022 Q2	$805K	Hold	10,390	–	–	0.5%	58
2022 Q1	$880K	Buy	10,390 +150	+1%	+$12K	0.48%	56
2021 Q4	$778K	Hold	10,240	–	–	0.44%	65
2021 Q3	$804K	Hold	10,240	–	–	0.45%	67
2021 Q2	$850K	Hold	10,240	–	–	0.47%	61
2021 Q1	$733K	Sell	10,240 -234	-2%	-$18.3K	0.42%	72
2020 Q4	$879K	Sell	10,474 -8,810	-46%	-$659K	0.56%	53
2020 Q3	$1.45M	Buy	19,284 +9,040	+88%	+$624K	0.54%	58
2020 Q2	$615K	Buy	10,244 +4	+0%	+$239	0.47%	67
2020 Q1	$616K	Sell	10,240 -2,004	-16%	-$126K	0.6%	57
2019 Q4	$741K	Hold	12,244	–	–	0.51%	65
2019 Q3	$713K	Sell	12,244 -100	-0.8%	-$5.41K	0.52%	66
2019 Q2	$632K	Buy	12,344 +4	+0%	+$197	0.46%	69
2019 Q1	$596K	Hold	12,340	–	–	0.43%	73
2018 Q4	$536K	Hold	12,340	–	–	0.42%	74
2018 Q3	$517K	Hold	12,340	–	–	0.34%	88
2018 Q2	$515K	Hold	12,340	–	–	0.37%	87
2018 Q1	$504K	Hold	12,340	–	–	0.38%	88
2017 Q4	$482K	Sell	12,340 -100	-0.8%	-$3.86K	0.33%	95
2017 Q3	$456K	Hold	12,440	–	–	0.32%	92
2017 Q2	$436K	Hold	12,440	–	–	0.32%	93
2017 Q1	$399K	Hold	12,440	–	–	0.29%	95
2016 Q4	$372K	Hold	12,440	–	–	0.28%	95
2016 Q3	$380K	Hold	12,440	–	–	0.29%	90
2016 Q2	$406K	Hold	12,440	–	–	0.31%	88
2016 Q1	$368K	Hold	12,440	–	–	0.25%	93
2015 Q4	$323K	Hold	12,440	–	–	0.22%	107
2015 Q3	$303K	Sell	12,440 -296	-2%	-$7.53K	0.22%	104
2015 Q2	$312K	Buy	12,736 +96	+0.8%	+$2.44K	0.22%	103
2015 Q1	$329K	Hold	12,640	–	–	0.23%	104
2014 Q4	$336K	Hold	12,640	–	–	0.23%	102
2014 Q3	$297K	Sell	12,640 -440	-3%	-$10.6K	0.21%	110
2014 Q2	$335K	Hold	13,080	–	–	0.24%	106
2014 Q1	$313K	Hold	13,080	–	–	0.22%	110
2013 Q4	$280K	Sell	13,080 -80	-0.6%	-$1.69K	0.23%	118
2013 Q3	$264K	Buy	13,160 +720	+6%	+$14.9K	0.22%	122
2013 Q2	$253K	Buy	+12,440	New	+$247K	0.23%	113

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

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

First City Capital Management's NEE Position: Q2 2026 in Review

First City Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 3,502 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #138.

First City Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.45M in Q3 2020. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First City Capital Management held 3,502 shares of NextEra Energy worth $307K as of Q2 2026.
First City Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.15% of First City Capital Management's portfolio in Q2 2026, its #138 holding.
First City Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
First City Capital Management's NextEra Energy position peaked at $1.45M in Q3 2020.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.