CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in NEE — Nextera Energy Inc

CIK 1074266 CANANDAIGUA, NY

Position in NEE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$6,862,736

+$514,756 QoQ

Shares Held

78,190

-1.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#691

of 2,988 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $15,444,278 across 7 Utilities - Regulated Electric names. NEE ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	78,190	$6,862,736
2	SO	Southern Co	37,115	$3,552,276
3	DUK	Duke Energy CORP	16,828	$2,130,088
4	D	Dominion Energy, Inc	20,011	$1,366,551
5	ETR	Entergy Corp /De/	7,579	$870,523
6	ED	Consolidated Edison Inc	3,003	$332,221
7	EXC	Exelon Corp	7,076	$329,883

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,862,736	78,190	-1.1%	Shares	Sole	2026-07-07
2025-12-31	$6,347,980	79,073	-1.1%	Shares	Sole	2026-01-30
2025-09-30	$6,034,066	79,932	-2.7%	Shares	Sole	2025-10-07
2025-06-30	$5,705,560	82,189	-1.0%	Shares	Sole	2025-07-08
2025-03-31	$5,884,295	83,006	-17.5%	Shares	Sole	2025-04-25
2024-12-31	$7,211,010	100,586	-1.0%	Shares	Sole	2025-01-06
2024-09-30	$8,585,796	101,571	+2.0%	Shares	Sole	2024-10-03
2024-06-30	$7,054,517	99,626	-5.1%	Shares	Sole	2024-07-11
2024-03-31	$6,709,463	104,983	+16.0%	Shares	Sole	2024-04-01
2023-12-31	$5,498,670	90,528	-8.2%	Shares	Sole	2024-01-04
2023-09-30	$5,649,309	98,609	+2.1%	Shares	Sole	2023-10-10
2023-06-30	$7,169,129	96,619	-0.3%	Shares	Sole	2023-07-03
2023-03-31	$7,471,749	96,935	+281.6%	Shares	Sole	2023-04-11
2020-03-31	$6,111,748	25,400	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.