Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,449,214
-$821,311 QoQ
Shares Held
84,872
-17.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#668
of 3,000 holders
Holding Since
Mar 2020
25 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, 2026CAPE COD FIVE CENTS SAVINGS BANK holds $12,298,274 across 5 Utilities - Regulated Electric names. NEE ranks #1 (60.6% of the industry book) .
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,449,214 | 84,872 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $8,270,525 | 103,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,777,055 | 103,021 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,151,717 | 103,021 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $7,303,158 | 103,021 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $7,385,575 | 103,021 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $8,708,365 | 103,021 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $7,443,051 | 105,113 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $7,056,111 | 110,407 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,637,666 | 109,280 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $12,281,257 | 214,370 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,785,582 | 104,927 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,026,031 | 104,126 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,859,677 | 105,977 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,666,499 | 110,528 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $8,697,595 | 112,285 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,361,725 | 110,515 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,313,758 | 110,473 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $8,641,911 | 110,060 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,013,240 | 109,351 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $8,167,996 | 108,028 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $8,578,231 | 111,189 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,718,110 | 27,807 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,926,261 | 28,839 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,161,091 | 29,761 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||