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First United Bank & Trust’s NextEra Energy NEE Stock Holding History

First United Bank & 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 		$739K Sell
8,415
-175
-2% -$15.8K 0.21% 91
2026
Q1 		$798K Sell
8,590
-238
-3% -$21.2K 0.26% 77
2025
Q4 		$709K Buy
8,828
+440
+5% +$36.4K 0.23% 89
2025
Q3 		$633K Sell
8,388
-1,747
-17% -$128K 0.21% 94
2025
Q2 		$704K Buy
10,135
+290
+3% +$20.1K 0.25% 82
2025
Q1 		$698K Sell
9,845
-296
-3% -$20.9K 0.26% 75
2024
Q4 		$727K Sell
10,141
-205
-2% -$15.9K 0.26% 79
2024
Q3 		$875K Sell
10,346
-206
-2% -$16.1K 0.31% 73
2024
Q2 		$747K Buy
10,552
+535
+5% +$38K 0.28% 77
2024
Q1 		$640K Sell
10,017
-1,223
-11% -$71.6K 0.24% 89
2023
Q4 		$683K Sell
11,240
-1,468
-12% -$83.7K 0.27% 81
2023
Q3 		$728K Sell
12,708
-54
-0.4% -$3.74K 0.34% 76
2023
Q2 		$947K Buy
12,762
+75
+0.6% +$5.68K 0.42% 65
2023
Q1 		$978K Buy
12,687
+335
+3% +$25.8K 0.46% 65
2022
Q4 		$1.03M Sell
12,352
-385
-3% -$31.1K 0.5% 60
2022
Q3 		$999K Sell
12,737
-320
-2% -$27.1K 0.5% 61
2022
Q2 		$1.01M Buy
13,057
+570
+5% +$43.4K 0.46% 61
2022
Q1 		$1.06M Sell
12,487
-940
-7% -$75.3K 0.42% 66
2021
Q4 		$1.25M Buy
13,427
+1,813
+16% +$157K 0.46% 65
2021
Q3 		$912K Buy
11,614
+593
+5% +$47.8K 0.37% 77
2021
Q2 		$808K Sell
11,021
-64
-0.6% -$4.8K 0.34% 80
2021
Q1 		$838K Buy
11,085
+1,770
+19% +$138K 0.36% 80
2020
Q4 		$719K Buy
9,315
+1,467
+19% +$110K 0.35% 79
2020
Q3 		$545K Buy
7,848
+3,720
+90% +$257K 0.31% 84
2020
Q2 		$248K Buy
+4,128
New +$247K 0.15% 106

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

First United Bank & Trust's NEE Position: Q2 2026 in Review

First United Bank & Trust reduced its NextEra Energy (NEE) stake by 2% in Q2 2026, selling an estimated $15.8K and leaving 8,415 shares worth $739K. The position accounts for 0.21% of the portfolio, ranked #91.

First United Bank & Trust first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.25M in Q4 2021. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • First United Bank & Trust held 8,415 shares of NextEra Energy worth $739K as of Q2 2026.
  • First United Bank & Trust sold 175 NextEra Energy shares in Q2 2026, an estimated $15.8K.
  • NextEra Energy made up 0.21% of First United Bank & Trust's portfolio in Q2 2026, its #91 holding.
  • First United Bank & Trust first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
  • First United Bank & Trust's NextEra Energy position peaked at $1.25M in Q4 2021.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.