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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

First Nebraska Trust's NEE Position: Q1 2026 in Review

First Nebraska Trust reduced its NextEra Energy (NEE) stake by 6.3% in Q1 2026, selling an estimated $24K and leaving 4,022 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #166.

First Nebraska Trust first reported a position in NEE in Q3 2020 and has held it in 22 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

First Nebraska Trust held 4,022 shares of NextEra Energy worth $374K as of Q1 2026.
First Nebraska Trust sold 270 NextEra Energy shares in Q1 2026, an estimated $24K.
NextEra Energy made up 0.03% of First Nebraska Trust's portfolio in Q1 2026, its #166 holding.
First Nebraska Trust first reported a position in NextEra Energy in Q3 2020 and has held it in 22 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.