First Community Trust’s NextEra Energy NEE Stock Holding History

First Community 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	$332K	Sell	3,787 -601	-14%	-$54.4K	0.15%	66
2026 Q1	$408K	Hold	4,388	–	–	0.3%	52
2025 Q4	$352K	Hold	4,388	–	–	0.26%	53
2025 Q3	$331K	Sell	4,388 -4,480	-51%	-$327K	0.26%	58
2025 Q2	$616K	Hold	8,868	–	–	0.5%	38
2025 Q1	$629K	Sell	8,868 -261	-3%	-$18.4K	0.55%	38
2024 Q4	$654K	Hold	9,129	–	–	0.47%	40
2024 Q3	$772K	Sell	9,129 -630	-6%	-$49.2K	0.63%	35
2024 Q2	$691K	Hold	9,759	–	–	0.59%	37
2024 Q1	$624K	Hold	9,759	–	–	0.59%	39
2023 Q4	$593K	Sell	9,759 -520	-5%	-$29.6K	0.64%	34
2023 Q3	$589K	Sell	10,279 -471	-4%	-$32.6K	0.67%	32
2023 Q2	$798K	Hold	10,750	–	–	0.89%	25
2023 Q1	$829K	Hold	10,750	–	–	0.98%	24
2022 Q4	$899K	Sell	10,750 -835	-7%	-$67.5K	1.05%	24
2022 Q3	$908K	Hold	11,585	–	–	1.24%	21
2022 Q2	$897K	Sell	11,585 -490	-4%	-$37.3K	1.06%	26
2022 Q1	$1.02M	Buy	12,075 +61	+0.5%	+$4.89K	0.97%	27
2021 Q4	$1.12M	Buy	+12,014	New	+$1.04M	0.93%	30

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 Community Trust's NEE Position: Q2 2026 in Review

First Community Trust reduced its NextEra Energy (NEE) stake by 14% in Q2 2026, selling an estimated $54.4K and leaving 3,787 shares worth $332K. The position accounts for 0.15% of the portfolio, ranked #66.

First Community Trust first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2021. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First Community Trust held 3,787 shares of NextEra Energy worth $332K as of Q2 2026.
First Community Trust sold 601 NextEra Energy shares in Q2 2026, an estimated $54.4K.
NextEra Energy made up 0.15% of First Community Trust's portfolio in Q2 2026, its #66 holding.
First Community Trust first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
First Community Trust's NextEra Energy position peaked at $1.12M in Q4 2021.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.