First National Bank & Trust Co of Newtown’s NextEra Energy NEE Stock Holding History

First National Bank & Trust Co of Newtown’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	$2.59M	Sell	29,772 -1,685	-5%	-$152K	0.53%	31
2026 Q1	$2.92M	Sell	31,457 -920	-3%	-$81.8K	0.63%	27
2025 Q4	$2.6M	Hold	32,377	–	–	0.48%	36
2025 Q3	$2.44M	Hold	32,377	–	–	0.46%	34
2025 Q2	$2.25M	Hold	32,377	–	–	0.45%	35
2025 Q1	$2.29M	Hold	32,377	–	–	0.48%	33
2024 Q4	$2.32M	Hold	32,377	–	–	0.48%	31
2024 Q3	$2.74M	Buy	32,377 +268	+0.8%	+$20.9K	0.52%	30
2024 Q2	$2.27M	Buy	32,109 +400	+1%	+$28.4K	0.46%	32
2024 Q1	$2.03M	Hold	31,709	–	–	0.41%	33
2023 Q4	$1.93M	Buy	31,709 +300	+1%	+$17.1K	0.41%	31
2023 Q3	$1.8M	Sell	31,409 -1,490	-5%	-$103K	0.41%	33
2023 Q2	$2.44M	Buy	32,899 +545	+2%	+$41.3K	0.52%	24
2023 Q1	$2.49M	Hold	32,354	–	–	0.55%	26
2022 Q4	$2.7M	Hold	32,354	–	–	0.61%	25
2022 Q3	$2.54M	Hold	32,354	–	–	0.62%	25
2022 Q2	$2.51M	Buy	32,354 +400	+1%	+$30.5K	0.57%	26
2022 Q1	$2.71M	Hold	31,954	–	–	0.55%	27
2021 Q4	$2.98M	Sell	31,954 -200	-0.6%	-$17.3K	0.57%	26
2021 Q3	$2.52M	Hold	32,154	–	–	0.53%	29
2021 Q2	$2.36M	Buy	32,154 +6,624	+26%	+$497K	0.49%	30
2021 Q1	$1.93M	Hold	25,530	–	–	0.42%	35
2020 Q4	$1.97M	Buy	25,530 +50	+0.2%	+$3.74K	0.44%	34
2020 Q3	$1.77M	Hold	25,480	–	–	0.43%	33
2020 Q2	$1.53M	Sell	25,480 -456	-2%	-$27.3K	0.39%	35
2020 Q1	$1.56M	Sell	25,936 -400	-2%	-$25.1K	0.45%	32
2019 Q4	$1.59M	Hold	26,336	–	–	0.39%	36
2019 Q3	$1.53M	Hold	26,336	–	–	0.41%	34
2019 Q2	$1.35M	Sell	26,336 -700	-3%	-$34.4K	0.37%	40
2019 Q1	$1.31M	Hold	27,036	–	–	0.36%	44
2018 Q4	$1.17M	Sell	27,036 -2,340	-8%	-$102K	0.35%	47
2018 Q3	$1.23M	Sell	29,376 -960	-3%	-$40.9K	0.33%	53
2018 Q2	$1.27M	Hold	30,336	–	–	0.35%	50
2018 Q1	$1.24M	Hold	30,336	–	–	0.34%	51
2017 Q4	$1.18M	Sell	30,336 -260	-0.8%	-$10K	0.32%	54
2017 Q3	$1.12M	Sell	30,596 -2,320	-7%	-$85K	0.32%	53
2017 Q2	$1.15M	Hold	32,916	–	–	0.34%	48
2017 Q1	$1.06M	Buy	32,916 +2,800	+9%	+$88K	0.31%	50
2016 Q4	$899K	Hold	30,116	–	–	0.28%	53
2016 Q3	$921K	Sell	30,116 -480	-2%	-$15.1K	0.28%	52
2016 Q2	$919K	Hold	30,596	–	–	0.29%	52
2016 Q1	$905K	Sell	30,596 -2,440	-7%	-$68.5K	0.29%	52
2015 Q4	$858K	Sell	33,036 -780	-2%	-$19.7K	0.28%	53
2015 Q3	$825K	Hold	33,816	–	–	0.28%	55
2015 Q2	$829K	Hold	33,816	–	–	0.27%	55
2015 Q1	$880K	Hold	33,816	–	–	0.28%	53
2014 Q4	$899K	Hold	33,816	–	–	0.28%	54
2014 Q3	$794K	Hold	33,816	–	–	0.26%	55
2014 Q2	$794K	Hold	33,816	–	–	0.27%	54
2014 Q1	$809K	Hold	33,816	–	–	0.28%	54
2013 Q4	$724K	Hold	33,816	–	–	0.26%	54
2013 Q3	$677K	Sell	33,816 -400	-1%	-$8.26K	0.25%	54
2013 Q2	$696K	Buy	+34,216	New	+$679K	0.27%	53

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

First National Bank & Trust Co of Newtown's NEE Position: Q2 2026 in Review

First National Bank & Trust Co of Newtown reduced its NextEra Energy (NEE) stake by 5.4% in Q2 2026, selling an estimated $152K and leaving 29,772 shares worth $2.59M. The position accounts for 0.53% of the portfolio, ranked #31.

First National Bank & Trust Co of Newtown first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.98M in Q4 2021. 2,262 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First National Bank & Trust Co of Newtown held 29,772 shares of NextEra Energy worth $2.59M as of Q2 2026.
First National Bank & Trust Co of Newtown sold 1,685 NextEra Energy shares in Q2 2026, an estimated $152K.
NextEra Energy made up 0.53% of First National Bank & Trust Co of Newtown's portfolio in Q2 2026, its #31 holding.
First National Bank & Trust Co of Newtown first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
First National Bank & Trust Co of Newtown's NextEra Energy position peaked at $2.98M in Q4 2021.
2,262 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First National Bank & Trust Co of Newtown's 13F filing for Q2 2026, filed 6 Aug 2026.