First Nebraska Trust’s NextEra Energy NEE Stock Holding History

First Nebraska 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	$358K	Buy	4,077 +55	+1%	+$4.97K	0.03%	182
2026 Q1	$374K	Sell	4,022 -270	-6%	-$24K	0.03%	166
2025 Q4	$345K	Buy	4,292 +420	+11%	+$34.8K	0.03%	167
2025 Q3	$292K	Hold	3,872	–	–	0.03%	166
2025 Q2	$269K	Hold	3,872	–	–	0.03%	174
2025 Q1	$274K	Hold	3,872	–	–	0.03%	167
2024 Q4	$278K	Hold	3,872	–	–	0.03%	169
2024 Q3	$327K	Hold	3,872	–	–	0.03%	155
2024 Q2	$274K	Hold	3,872	–	–	0.03%	162
2024 Q1	$247K	Buy	3,872 +400	+12%	+$23.4K	0.03%	169
2023 Q4	$211K	Buy	+3,472	New	+$198K	0.02%	174
2023 Q3	–	Sell	-3,172	Closed	-$235K	–	178
2023 Q2	$235K	Hold	3,172	–	–	0.03%	158
2023 Q1	$244K	Hold	3,172	–	–	0.03%	147
2022 Q4	$265K	Sell	3,172 -20	-0.6%	-$1.62K	0.03%	143
2022 Q3	$250K	Hold	3,192	–	–	0.04%	138
2022 Q2	$247K	Buy	3,192 +11	+0.3%	+$837	0.03%	142
2022 Q1	$269K	Hold	3,181	–	–	0.03%	148
2021 Q4	$297K	Buy	3,181 +21	+0.7%	+$1.81K	0.04%	142
2021 Q3	$248K	Hold	3,160	–	–	0.03%	156
2021 Q2	$232K	Hold	3,160	–	–	0.03%	159
2021 Q1	$239K	Buy	3,160 +100	+3%	+$7.8K	0.03%	158
2020 Q4	$236K	Sell	3,060 -132	-4%	-$9.87K	0.03%	147
2020 Q3	$221K	Buy	+3,192	New	+$220K	0.04%	139

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Nebraska Trust's NEE Position: Q2 2026 in Review

First Nebraska Trust increased its NextEra Energy (NEE) stake by 1.4% in Q2 2026, buying an estimated $4.97K and bringing the position to 4,077 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #182.

First Nebraska Trust first reported a position in NEE in Q3 2020 and has held it in 23 quarters since. The position peaked at $374K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First Nebraska Trust held 4,077 shares of NextEra Energy worth $358K as of Q2 2026.
First Nebraska Trust bought 55 NextEra Energy shares in Q2 2026, an estimated $4.97K.
NextEra Energy made up 0.03% of First Nebraska Trust's portfolio in Q2 2026, its #182 holding.
First Nebraska Trust first reported a position in NextEra Energy in Q3 2020 and has held it in 23 quarters since.
First Nebraska Trust's NextEra Energy position peaked at $374K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.