Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,922,250
-$184,732 QoQ
Shares Held
21,901
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,217
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ADIRONDACK TRUST CO holds $4,913,584 across 14 Utilities - Regulated Electric names. NEE ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
21,901 | $1,922,250 | |
| 2 | SO |
Southern Co
|
11,470 | $1,097,793 | |
| 3 | DUK |
Duke Energy CORP
|
6,720 | $850,617 | |
| 4 | D |
Dominion Energy, Inc
|
3,362 | $229,590 | |
| 5 | CNP |
Centerpoint Energy Inc
|
5,000 | $220,200 | |
| 6 | ETR |
Entergy Corp /De/
|
1,751 | $201,119 | |
| 7 | DTE |
Dte Energy Co
|
1,200 | $182,843 | |
| 8 | EXC |
Exelon Corp
|
1,838 | $85,686 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,922,250 | 21,901 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,106,982 | 22,685 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $1,974,486 | 24,595 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,886,117 | 24,985 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,757,297 | 25,314 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,882,696 | 26,558 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $1,946,025 | 27,145 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,333,788 | 27,609 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,968,942 | 27,806 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,763,404 | 27,592 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,697,136 | 27,941 | Shares | Sole | 2024-03-29 | |
| 2023-09-30 | $1,648,577 | 28,776 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,211,827 | 29,809 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,296,367 | 29,792 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,511,511 | 30,042 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,360,611 | 30,106 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,377,246 | 30,690 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,591,278 | 30,590 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $3,051,751 | 32,688 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,628,770 | 33,479 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,484,924 | 33,910 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,580,569 | 34,130 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,439,482 | 31,620 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,195,499 | 7,910 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,927,363 | 8,025 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $1,968,270 | 8,180 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||