Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,890,916
-$165,817 QoQ
Shares Held
21,544
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,225
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 28%
Shared 72%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PEOPLES FINANCIAL SERVICES CORP. holds $7,580,387 across 11 Utilities - Regulated Electric names. NEE ranks #1 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
21,544 | $1,890,916 | |
| 2 | SO |
Southern Co
|
17,933 | $1,716,366 | |
| 3 | DUK |
Duke Energy CORP
|
9,156 | $1,158,965 | |
| 4 | D |
Dominion Energy, Inc
|
15,386 | $1,050,709 | |
| 5 | PPL |
PPL Corp
|
21,109 | $767,312 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,785 | $381,015 | |
| 7 | XEL |
Xcel Energy Inc
|
3,400 | $273,020 | |
| 8 | EXC |
Exelon Corp
|
4,174 | $194,591 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,890,916 | 21,544 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,056,733 | 22,144 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,777,399 | 22,140 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,852,524 | 24,540 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,811,306 | 26,092 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,892,195 | 26,692 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,922,868 | 26,822 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,267,263 | 26,822 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,899,265 | 26,822 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,714,704 | 26,830 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,745,484 | 28,737 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,659,289 | 28,963 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,208,414 | 29,763 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,294,131 | 29,763 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,511,176 | 30,038 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,355,279 | 30,038 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,358,036 | 30,442 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,578,741 | 30,442 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $3,122,144 | 33,442 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,633,717 | 33,542 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,465,284 | 33,642 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,554,256 | 33,782 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,772,153 | 35,932 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,486,382 | 8,958 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $2,217,489 | 9,233 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,221,644 | 9,233 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||