First Western Trust Bank

Bank

Position in NEE — Nextera Energy Inc

CIK 1513189 Denver, CO

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,735,351

-$401,763 QoQ

Shares Held

31,165

-7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,033

of 3,000 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 82% Shared 0% None 17%

Utilities · as of Jun 30, 2026

First Western Trust Bank holds $5,438,343 across 5 Utilities - Regulated Electric names. NEE ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	31,165	$2,735,351
2	XEL	Xcel Energy Inc	14,857	$1,193,017
3	EIX	Edison International	10,623	$790,882
4	DUK	Duke Energy CORP	3,701	$468,471
5	PEG	Public Service Enterprise Group Inc	3,088	$250,622

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,735,351	31,165	-7.7%	Shares	Other	2026-07-29
2026-03-31	$3,137,114	33,776	+1.0%	Shares	Other	2026-05-12
2025-12-31	$2,685,365	33,450	-2.0%	Shares	Other	2026-02-12
2025-09-30	$2,576,322	34,128	-8.8%	Shares	Other	2025-11-14
2025-06-30	$2,598,043	37,425	-4.4%	Shares	Other	2025-08-08
2025-03-31	$2,775,697	39,155	-1.1%	Shares	Other	2025-05-12
2024-12-31	$2,839,353	39,606	-15.3%	Shares	Other	2025-02-13
2024-09-30	$3,951,185	46,743	-9.6%	Shares	Other	2024-11-07
2024-06-30	$3,660,592	51,696	-12.5%	Shares	Other	2024-08-05
2024-03-31	$3,777,591	59,108	-6.5%	Shares	Other	2024-05-16
2023-12-31	$3,840,225	63,224	-16.1%	Shares	Sole	2024-02-07
2023-09-30	$4,318,232	75,375	-3.3%	Shares	Sole	2023-11-14
2023-06-30	$5,785,744	77,975	-6.2%	Shares	Sole	2023-08-11
2023-03-31	$6,406,812	83,119	+3.6%	Shares	Sole	2023-05-15
2022-12-31	$6,704,218	80,194	+3.9%	Shares	Sole	2023-02-10
2022-09-30	$6,050,585	77,166	+4.8%	Shares	Sole	2022-11-09
2022-06-30	$5,705,702	73,660	-12.8%	Shares	Sole	2022-08-12
2022-03-31	$7,152,403	84,434	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.