Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,447,057
-$171,943 QoQ
Shares Held
73,454
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#717
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $21,640,603 across 20 Utilities - Regulated Electric names. NEE ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
73,454 | $6,447,057 | |
| 2 | DUK |
Duke Energy CORP
|
36,950 | $4,677,130 | |
| 3 | AEP |
American Electric Power Co Inc
|
20,967 | $2,868,495 | |
| 4 | ETR |
Entergy Corp /De/
|
21,508 | $2,470,408 | |
| 5 | EXC |
Exelon Corp
|
36,727 | $1,712,211 | |
| 6 | D |
Dominion Energy, Inc
|
18,537 | $1,265,891 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
6,246 | $729,345 | |
| 8 | SO |
Southern Co
|
3,971 | $380,064 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,447,057 | 73,454 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,619,000 | 71,264 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,591,100 | 69,645 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,306,040 | 70,288 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,781,093 | 68,872 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,826,261 | 68,081 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,615,401 | 64,380 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,491,068 | 64,960 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $4,656,040 | 65,754 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $4,005,366 | 62,672 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $3,940,871 | 64,881 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $3,943,327 | 68,831 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $5,560,695 | 74,942 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,028,811 | 78,215 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $5,964,860 | 71,350 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $5,713,187 | 72,863 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $6,588,825 | 85,061 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $7,176,291 | 84,716 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $7,945,401 | 85,105 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $6,676,398 | 85,028 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,244,408 | 85,213 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $6,430,629 | 85,050 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $6,887,488 | 89,274 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $6,228,168 | 22,439 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $5,351,467 | 22,282 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $5,355,719 | 22,258 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||