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Disclosery

First Western Trust Bank: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Western Trust Bank on NEE, newest first. How the timeline and the estimate are built.

First Western Trust Bank held 31,165 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,165 shares
    Change vs previous 13F -2,611 shares

    0.13% of the 13F portfolio, value $2,735,352.

    13F-HR 0001628280-26-050494 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,776 shares
    Change vs previous 13F +326 shares

    0.16% of the 13F portfolio, value $3,137,115.

    13F-HR 0001628280-26-034015 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,450 shares
    Change vs previous 13F -678 shares

    0.13% of the 13F portfolio, value $2,685,366.

    13F-HR 0001628280-26-007609 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,128 shares
    Change vs previous 13F -3,297 shares

    0.12% of the 13F portfolio, value $2,576,322.

    13F-HR 0001628280-25-052137 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,425 shares
    Change vs previous 13F -1,730 shares

    0.12% of the 13F portfolio, value $2,598,043.

    13F-HR 0001513189-25-000018 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,155 shares
    Change vs previous 13F -451 shares

    0.13% of the 13F portfolio, value $2,775,698.

    13F-HR 0001513189-25-000013 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,606 shares
    Change vs previous 13F -7,137 shares

    0.13% of the 13F portfolio, value $2,839,354.

    13F-HR 0001513189-25-000009 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 46,743 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,951,186.

    13F-HR 0001513189-24-000017 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).