First National Trust’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20M | Buy |
215,019
+1,968
| +0.9% | +$175K | 0.68% | 35 |
|
|
2025
Q4 | $17.1M | Buy |
213,051
+2,477
| +1% | +$205K | 0.57% | 42 |
|
|
2025
Q3 | $15.9M | Sell |
210,574
-17,905
| -8% | -$1.31M | 0.54% | 47 |
|
|
2025
Q2 | $15.9M | Sell |
228,479
-4,175
| -2% | -$290K | 0.59% | 41 |
|
|
2025
Q1 | $16.5M | Sell |
232,654
-9,635
| -4% | -$680K | 0.66% | 41 |
|
|
2024
Q4 | $17.4M | Buy |
242,289
+2,385
| +1% | +$185K | 0.65% | 43 |
|
|
2024
Q3 | $20.3M | Sell |
239,904
-1,004
| -0.4% | -$78.4K | 0.78% | 33 |
|
|
2024
Q2 | $17.1M | Buy |
240,908
+2,988
| +1% | +$212K | 0.7% | 37 |
|
|
2024
Q1 | $15.2M | Sell |
237,920
-3,618
| -1% | -$212K | 0.62% | 44 |
|
|
2023
Q4 | $14.7M | Sell |
241,538
-28,533
| -11% | -$1.63M | 0.64% | 43 |
|
|
2023
Q3 | $15.5M | Sell |
270,071
-4,269
| -2% | -$296K | 0.74% | 35 |
|
|
2023
Q2 | $20.4M | Sell |
274,340
-613
| -0.2% | -$46.4K | 0.94% | 24 |
|
|
2023
Q1 | $21.2M | Sell |
274,953
-1,076
| -0.4% | -$82.7K | 1.13% | 20 |
|
|
2022
Q4 | $23.1M | Buy |
276,029
+5,406
| +2% | +$437K | 1.22% | 18 |
|
|
2022
Q3 | $21.2M | Buy |
270,623
+8,562
| +3% | +$726K | 1.24% | 17 |
|
|
2022
Q2 | $20.3M | Buy |
262,061
+49,473
| +23% | +$3.77M | 1.14% | 18 |
|
|
2022
Q1 | $18M | Buy |
212,588
+13,043
| +7% | +$1.05M | 0.93% | 22 |
|
|
2021
Q4 | $18.6M | Buy |
199,545
+1,568
| +0.8% | +$136K | 0.98% | 22 |
|
|
2021
Q3 | $15.5M | Buy |
197,977
+1,131
| +0.6% | +$91.2K | 0.93% | 25 |
|
|
2021
Q2 | $14.4M | Sell |
196,846
-1,650
| -0.8% | -$124K | 0.88% | 25 |
|
|
2021
Q1 | $15M | Sell |
198,496
-4,176
| -2% | -$326K | 0.98% | 22 |
|
|
2020
Q4 | $15.6M | Sell |
202,672
-11,244
| -5% | -$841K | 1.08% | 17 |
|
|
2020
Q3 | $14.8M | Buy |
213,916
+556
| +0.3% | +$38.4K | 1.15% | 16 |
|
|
2020
Q2 | $12.8M | Sell |
213,360
-18,664
| -8% | -$1.12M | 1.08% | 19 |
|
|
2020
Q1 | $14M | Sell |
232,024
-102,320
| -31% | -$6.43M | 1.39% | 13 |
|
|
2019
Q4 | $20.2M | Buy |
334,344
+9,436
| +3% | +$551K | 1.64% | 9 |
|
|
2019
Q3 | $18.9M | Buy |
324,908
+19,368
| +6% | +$1.05M | 1.7% | 8 |
|
|
2019
Q2 | $15.6M | Sell |
305,540
-8,672
| -3% | -$427K | 1.46% | 14 |
|
|
2019
Q1 | $15.2M | Buy |
314,212
+8,576
| +3% | +$392K | 1.52% | 12 |
|
|
2018
Q4 | $13.3M | Buy |
305,636
+54,748
| +22% | +$2.39M | 1.48% | 12 |
|
|
2018
Q3 | $10.5M | Buy |
250,888
+47,296
| +23% | +$2.01M | 1.07% | 21 |
|
|
2018
Q2 | $8.5M | Buy |
203,592
+15,348
| +8% | +$620K | 0.94% | 25 |
|
|
2018
Q1 | $7.69M | Buy |
188,244
+26,116
| +16% | +$1.01M | 0.88% | 28 |
|
|
2017
Q4 | $6.33M | Buy |
162,128
+6,180
| +4% | +$239K | 0.7% | 39 |
|
|
2017
Q3 | $5.71M | Buy |
155,948
+8,192
| +6% | +$300K | 0.66% | 41 |
|
|
2017
Q2 | $5.18M | Buy |
147,756
+14,092
| +11% | +$482K | 0.63% | 43 |
|
|
2017
Q1 | $4.29M | Buy |
133,664
+7,636
| +6% | +$240K | 0.56% | 50 |
|
|
2016
Q4 | $3.76M | Sell |
126,028
-1,012
| -0.8% | -$30.2K | 0.53% | 52 |
|
|
2016
Q3 | $3.88M | Sell |
127,040
-2,452
| -2% | -$77.3K | 0.59% | 49 |
|
|
2016
Q2 | $4.22M | Sell |
129,492
-6,344
| -5% | -$190K | 0.65% | 45 |
|
|
2016
Q1 | $4.02M | Sell |
135,836
-4,404
| -3% | -$124K | 0.62% | 46 |
|
|
2015
Q4 | $3.64M | Sell |
140,240
-436
| -0.3% | -$11K | 0.58% | 50 |
|
|
2015
Q3 | $3.43M | Buy |
140,676
+276
| +0.2% | +$7.02K | 0.59% | 50 |
|
|
2015
Q2 | $3.44M | Buy |
140,400
+852
| +0.6% | +$21.7K | 0.55% | 56 |
|
|
2015
Q1 | $3.63M | Buy |
139,548
+11,316
| +9% | +$298K | 0.62% | 56 |
|
|
2014
Q4 | $3.41M | Buy |
128,232
+2,996
| +2% | +$75.7K | 0.61% | 55 |
|
|
2014
Q3 | $2.94M | Buy |
125,236
+6,188
| +5% | +$149K | 0.56% | 58 |
|
|
2014
Q2 | $3.05M | Buy |
119,048
+5,284
| +5% | +$129K | 0.59% | 57 |
|
|
2014
Q1 | $2.72M | Buy |
113,764
+2,508
| +2% | +$56.8K | 0.49% | 62 |
|
|
2013
Q4 | $2.38M | Sell |
111,256
-2,112
| -2% | -$44.5K | 0.43% | 72 |
|
|
2013
Q3 | $2.27M | Sell |
113,368
-6,024
| -5% | -$124K | 0.45% | 69 |
|
|
2013
Q2 | $2.43M | Buy |
+119,392
| New | +$2.37M | 0.5% | 61 |
|
Other funds holding NEE
VCM
VPM
First National Trust's NEE Position: Q1 2026 in Review
First National Trust increased its NextEra Energy (NEE) stake by 0.92% in Q1 2026, buying an estimated $175K and bringing the position to 215,019 shares worth $20M. The position accounts for 0.68% of the portfolio, ranked #35.
First National Trust first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.1M in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- First National Trust held 215,019 shares of NextEra Energy worth $20M as of Q1 2026.
- First National Trust bought 1,968 NextEra Energy shares in Q1 2026, an estimated $175K.
- NextEra Energy made up 0.68% of First National Trust's portfolio in Q1 2026, its #35 holding.
- First National Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- First National Trust's NextEra Energy position peaked at $23.1M in Q4 2022.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.