Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,480,899
-$453,652 QoQ
Shares Held
85,233
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#667
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PIONEER TRUST BANK N A/OR holds $7,835,323 across 2 Utilities - Regulated Electric names. NEE ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
85,233 | $7,480,899 | |
| 2 | DUK |
Duke Energy CORP
|
2,800 | $354,424 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,480,899 | 85,233 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,934,551 | 85,428 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,132,717 | 88,848 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,746,766 | 89,373 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,082,440 | 87,618 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,948,946 | 83,918 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,826,317 | 81,271 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,908,636 | 81,730 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,264,559 | 88,470 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,724,418 | 89,570 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,534,544 | 74,655 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,077,329 | 71,170 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,783,890 | 77,950 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $6,021,874 | 78,125 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $6,234,470 | 74,575 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,461,334 | 69,651 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,603,533 | 72,341 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,101,745 | 72,031 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,584,680 | 70,530 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,571,386 | 70,955 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,215,410 | 71,171 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $5,540,473 | 73,277 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $5,591,986 | 72,482 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $4,936,682 | 17,786 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,759,208 | 19,816 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,640,596 | 19,286 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||