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First National Advisers’s NextEra Energy NEE Stock Holding History

First National Advisers’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 		$6.19M Sell
70,500
-4,867
-6% -$440K 0.87% 20
2026
Q1 		$7M Sell
75,367
-12,626
-14% -$1.12M 1.02% 19
2025
Q4 		$7.06M Sell
87,993
-11,411
-11% -$945K 0.97% 18
2025
Q3 		$7.5M Buy
99,404
+2,134
+2% +$156K 1.02% 15
2025
Q2 		$6.75M Buy
97,270
+1,792
+2% +$124K 0.99% 15
2025
Q1 		$6.77M Buy
95,478
+11,039
+13% +$779K 1.08% 14
2024
Q4 		$6.05M Buy
84,439
+2,517
+3% +$196K 0.98% 16
2024
Q3 		$6.92M Buy
81,922
+5,316
+7% +$415K 1.1% 14
2024
Q2 		$5.42M Buy
76,606
+7,220
+10% +$512K 0.99% 18
2024
Q1 		$4.69M Buy
69,386
+14,838
+27% +$869K 1.05% 18
2023
Q4 		$3.31M Buy
54,548
+11,708
+27% +$667K 0.95% 22
2023
Q3 		$2.45M Buy
42,840
+19,115
+81% +$1.32M 1.1% 18
2023
Q2 		$1.76M Buy
23,725
+4,127
+21% +$312K 1.62% 14
2023
Q1 		$1.51M Buy
19,598
+655
+3% +$50.4K 1.71% 10
2022
Q4 		$1.58M Buy
18,943
+2,127
+13% +$172K 2.03% 7
2022
Q3 		$1.32M Buy
16,816
+3,520
+26% +$299K 1.95% 6
2022
Q2 		$1.03M Buy
+13,296
New +$1.01M 2.14% 5

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

First National Advisers's NEE Position: Q2 2026 in Review

First National Advisers reduced its NextEra Energy (NEE) stake by 6.5% in Q2 2026, selling an estimated $440K and leaving 70,500 shares worth $6.19M. The position accounts for 0.87% of the portfolio, ranked #20.

First National Advisers first reported a position in NEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.5M in Q3 2025. 1,192 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • First National Advisers held 70,500 shares of NextEra Energy worth $6.19M as of Q2 2026.
  • First National Advisers sold 4,867 NextEra Energy shares in Q2 2026, an estimated $440K.
  • NextEra Energy made up 0.87% of First National Advisers's portfolio in Q2 2026, its #20 holding.
  • First National Advisers first reported a position in NextEra Energy in Q2 2022 and has held it in 17 quarters since.
  • First National Advisers's NextEra Energy position peaked at $7.5M in Q3 2025.
  • 1,192 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.