First Command Bank’s NextEra Energy NEE Stock Holding History

First Command Bank’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
2023 Q2	$776K	Sell	10,454 -276	-3%	-$20.9K	0.07%	66
2023 Q1	$827K	Sell	10,730 -1,879	-15%	-$145K	0.08%	61
2022 Q4	$1.05M	Sell	12,609 -50	-0.4%	-$4.04K	0.13%	43
2022 Q3	$993K	Sell	12,659 -380	-3%	-$32.2K	0.14%	38
2022 Q2	$1.01M	Buy	13,039 +829	+7%	+$63.1K	0.15%	41
2022 Q1	$1.03M	Sell	12,210 -2,270	-16%	-$182K	0.14%	52
2021 Q4	$1.14M	Hold	14,480	–	–	0.2%	43
2021 Q3	$1.14M	Sell	14,480 -1,443	-9%	-$116K	0.2%	43
2021 Q2	$1.17M	Buy	15,923 +2,012	+14%	+$151K	0.13%	44
2021 Q1	$1.05M	Sell	13,911 -1,437	-9%	-$112K	0.23%	42
2020 Q4	$1.18M	Sell	15,348 -176	-1%	-$13.2K	0.29%	35
2020 Q3	$1.08M	Buy	15,524 +404	+3%	+$27.9K	0.31%	34
2020 Q2	$908K	Buy	15,120 +856	+6%	+$51.2K	0.29%	35
2020 Q1	$858K	Buy	14,264 +2,140	+18%	+$135K	0.47%	33
2019 Q4	$734K	Hold	12,124	–	–	0.35%	48
2019 Q3	$706K	Buy	12,124 +400	+3%	+$21.6K	0.36%	41
2019 Q2	$601K	Sell	11,724 -152	-1%	-$7.48K	0.3%	49
2019 Q1	$574K	Buy	11,876 +1,668	+16%	+$76.3K	0.29%	49
2018 Q4	$444K	Buy	10,208 +84	+0.8%	+$3.67K	0.23%	57
2018 Q3	$424K	Sell	10,124 -160	-2%	-$6.81K	0.12%	81
2018 Q2	$429K	Sell	10,284 -104	-1%	-$4.2K	0.13%	73
2018 Q1	$424K	Sell	10,388 -428	-4%	-$16.5K	0.23%	63
2017 Q4	$422K	Sell	10,816 -972	-8%	-$37.5K	0.24%	61
2017 Q3	$432K	Buy	11,788 +516	+5%	+$18.9K	0.27%	57
2017 Q2	$395K	Buy	11,272 +756	+7%	+$25.8K	0.26%	63
2017 Q1	$338K	Hold	10,516	–	–	0.24%	68
2016 Q4	$314K	Buy	+10,516	New	+$314K	0.25%	67

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Command Bank's NEE Position: Q2 2023 in Review

First Command Bank reduced its NextEra Energy (NEE) stake by 2.6% in Q2 2023, selling an estimated $20.9K and leaving 10,454 shares worth $776K. The position accounts for 0.07% of the portfolio, ranked #66.

First Command Bank first reported a position in NEE in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.18M in Q4 2020. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

First Command Bank held 10,454 shares of NextEra Energy worth $776K as of Q2 2023.
First Command Bank sold 276 NextEra Energy shares in Q2 2023, an estimated $20.9K.
NextEra Energy made up 0.07% of First Command Bank's portfolio in Q2 2023, its #66 holding.
First Command Bank first reported a position in NextEra Energy in Q4 2016 and has held it in 27 quarters since.
First Command Bank's NextEra Energy position peaked at $1.18M in Q4 2020.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.