Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,718,726
-$157,991 QoQ
Shares Held
42,369
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#907
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 13%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Smithfield Trust Co holds $8,400,831 across 23 Utilities - Regulated Electric names. NEE ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
42,369 | $3,718,726 | |
| 2 | FE |
Firstenergy Corp
|
13,899 | $660,758 | |
| 3 | SO |
Southern Co
|
6,750 | $646,042 | |
| 4 | D |
Dominion Energy, Inc
|
7,967 | $544,066 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,806 | $444,426 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,932 | $400,281 | |
| 7 | ED |
Consolidated Edison Inc
|
3,417 | $378,022 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,624 | $358,988 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,718,726 | 42,369 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,876,717 | 41,739 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,168,731 | 39,471 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,913,913 | 38,600 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,714,460 | 39,102 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,771,939 | 39,102 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,853,261 | 39,800 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $3,386,440 | 40,062 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,823,336 | 39,872 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,651,178 | 41,483 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $2,536,987 | 41,768 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,434,939 | 42,502 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,998,124 | 40,406 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,118,502 | 40,458 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $3,395,497 | 40,616 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,253,152 | 41,489 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,563,081 | 45,999 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,939,438 | 46,505 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,419,475 | 47,338 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,772,257 | 48,042 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,239,708 | 44,210 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,966,575 | 52,461 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,134,776 | 53,594 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,048,211 | 14,585 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,444,757 | 14,343 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,259,197 | 13,545 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||