First Farmers & Merchants Bank Trust’s NextEra Energy NEE Stock Holding History

First Farmers & Merchants Bank 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
2022 Q3	$1.16M	Sell	14,808 -420	-3%	-$35.6K	1.54%	18
2022 Q2	$1.18M	Sell	15,228 -160	-1%	-$12.2K	1.46%	20
2022 Q1	$1.3M	Hold	15,388	–	–	1.39%	24
2021 Q4	$1.44M	Buy	+15,388	New	+$1.33M	1.43%	20

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

First Farmers & Merchants Bank Trust's NEE Position: Q3 2022 in Review

First Farmers & Merchants Bank Trust reduced its NextEra Energy (NEE) stake by 2.8% in Q3 2022, selling an estimated $35.6K and leaving 14,808 shares worth $1.16M. The position accounts for 1.54% of the portfolio, ranked #18.

First Farmers & Merchants Bank Trust first reported a position in NEE in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.44M in Q4 2021. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

First Farmers & Merchants Bank Trust held 14,808 shares of NextEra Energy worth $1.16M as of Q3 2022.
First Farmers & Merchants Bank Trust sold 420 NextEra Energy shares in Q3 2022, an estimated $35.6K.
NextEra Energy made up 1.54% of First Farmers & Merchants Bank Trust's portfolio in Q3 2022, its #18 holding.
First Farmers & Merchants Bank Trust first reported a position in NextEra Energy in Q4 2021 and has held it in 4 quarters since.
First Farmers & Merchants Bank Trust's NextEra Energy position peaked at $1.44M in Q4 2021.
2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on First Farmers & Merchants Bank Trust's 13F filing for Q3 2022, filed 31 Oct 2022.