First Western Trust Bank’s NextEra Energy NEE Stock Holding History

First Western Trust Bank’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	$2.74M	Sell	31,165 -2,611	-8%	-$236K	0.13%	51
2026 Q1	$3.14M	Buy	33,776 +326	+1%	+$29K	0.16%	47
2025 Q4	$2.69M	Sell	33,450 -678	-2%	-$56.2K	0.13%	51
2025 Q3	$2.58M	Sell	34,128 -3,297	-9%	-$241K	0.12%	55
2025 Q2	$2.6M	Sell	37,425 -1,730	-4%	-$120K	0.12%	56
2025 Q1	$2.78M	Sell	39,155 -451	-1%	-$31.8K	0.13%	52
2024 Q4	$2.84M	Sell	39,606 -7,137	-15%	-$554K	0.13%	54
2024 Q3	$3.95M	Sell	46,743 -4,953	-10%	-$387K	0.18%	44
2024 Q2	$3.66M	Sell	51,696 -7,412	-13%	-$526K	0.17%	46
2024 Q1	$3.78M	Sell	59,108 -4,116	-7%	-$241K	0.17%	49
2023 Q4	$3.84M	Sell	63,224 -12,151	-16%	-$692K	0.19%	44
2023 Q3	$4.32M	Sell	75,375 -2,600	-3%	-$180K	0.23%	43
2023 Q2	$5.79M	Sell	77,975 -5,144	-6%	-$389K	0.28%	38
2023 Q1	$6.41M	Buy	83,119 +2,925	+4%	+$225K	0.33%	34
2022 Q4	$6.7M	Buy	80,194 +3,028	+4%	+$245K	0.38%	30
2022 Q3	$6.05M	Buy	77,166 +3,506	+5%	+$297K	0.41%	29
2022 Q2	$5.6M	Sell	73,660 -10,774	-13%	-$820K	0.37%	36
2022 Q1	$7.22M	Buy	+84,434	New	+$6.77M	0.37%	32

Other funds holding NEE

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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

First Western Trust Bank reduced its NextEra Energy (NEE) stake by 7.7% in Q2 2026, selling an estimated $236K and leaving 31,165 shares worth $2.74M. The position accounts for 0.13% of the portfolio, ranked #51.

First Western Trust Bank first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.22M in Q1 2022. 1,366 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

First Western Trust Bank held 31,165 shares of NextEra Energy worth $2.74M as of Q2 2026.
First Western Trust Bank sold 2,611 NextEra Energy shares in Q2 2026, an estimated $236K.
NextEra Energy made up 0.13% of First Western Trust Bank's portfolio in Q2 2026, its #51 holding.
First Western Trust Bank first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's NextEra Energy position peaked at $7.22M in Q1 2022.
1,366 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.