Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,473,994
-$630,498 QoQ
Shares Held
130,728
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#530
of 2,988 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, 2026COMMUNITY TRUST & INVESTMENT CO holds $12,121,105 across 2 Utilities - Regulated Electric names. NEE ranks #1 (94.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
130,728 | $11,473,994 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,730 | $647,111 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,473,994 | 130,728 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $12,104,492 | 130,324 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,318,788 | 128,535 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $9,837,100 | 130,310 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,656,048 | 124,691 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,685,441 | 122,520 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,790,698 | 122,621 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $10,227,707 | 120,995 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,574,311 | 121,089 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $8,065,441 | 126,200 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $7,362,780 | 121,218 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $6,384,454 | 111,441 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $8,039,421 | 108,348 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $8,197,148 | 106,346 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8,659,120 | 103,578 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $8,231,324 | 104,978 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $8,064,902 | 104,117 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $8,762,232 | 103,438 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,377,358 | 100,443 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,751,258 | 98,717 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,680,518 | 77,518 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,869,207 | 64,399 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $533,646 | 6,917 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $367,489 | 1,324 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $288,683 | 1,202 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $275,750 | 1,146 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||