Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,132,913
-$384,584 QoQ
Shares Held
47,088
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#864
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 1%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST CITIZENS BANK & TRUST CO holds $86,323,908 across 18 Utilities - Regulated Electric names. NEE ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
171,548 | $21,714,544 | |
| 2 | EVRG |
Evergy, Inc.
|
188,646 | $16,304,673 | |
| 3 | FE |
Firstenergy Corp
|
338,879 | $16,110,307 | |
| 4 | EXC |
Exelon Corp
|
310,633 | $14,481,709 | |
| 5 | SO |
Southern Co
|
51,279 | $4,907,912 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
47,088 | $4,132,913 | |
| 7 | EIX |
Edison International
|
35,072 | $2,611,110 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
18,358 | $1,314,799 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,132,913 | 47,088 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,517,497 | 48,638 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,365,866 | 54,383 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,067,249 | 53,878 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,889,116 | 56,023 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,284,661 | 60,441 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,906,176 | 68,436 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,764,408 | 103,684 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,457,213 | 105,313 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,780,467 | 90,447 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,118,367 | 34,876 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,173,238 | 37,934 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,938,690 | 39,605 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,921,254 | 37,899 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,710,980 | 32,428 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,073,510 | 13,691 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $987,614 | 12,750 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $859,213 | 10,143 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,137,124 | 12,180 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,031,203 | 13,133 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $750,019 | 10,235 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $789,594 | 10,443 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $854,821 | 11,080 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $818,246 | 2,948 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $715,706 | 2,980 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $796,210 | 3,309 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||