Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,881,854
-$277,536 QoQ
Shares Held
55,621
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#800
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026CAPITAL CITY TRUST CO/FL holds $14,981,397 across 6 Utilities - Regulated Electric names. NEE ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
39,253 | $5,370,202 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
55,621 | $4,881,854 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
47,539 | $3,858,264 | |
| 4 | SO |
Southern Co
|
3,221 | $308,281 | |
| 5 | DUK |
Duke Energy CORP
|
2,265 | $286,703 | |
| 6 | LNT |
Alliant Energy Corp
|
3,619 | $276,093 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,881,854 | 55,621 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,159,390 | 55,549 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,493,913 | 55,978 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,232,950 | 56,073 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,929,379 | 56,603 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,009,041 | 56,553 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,102,889 | 57,231 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,906,459 | 58,044 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,071,220 | 57,495 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,709,015 | 58,035 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,535,067 | 58,200 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,406,462 | 59,460 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,512,176 | 60,811 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,677,522 | 60,684 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,105,451 | 61,070 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $4,879,218 | 62,227 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,804,300 | 62,023 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,238,465 | 61,840 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $5,782,064 | 61,933 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,832,277 | 61,542 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,520,862 | 61,693 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $4,815,373 | 63,687 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $5,103,858 | 66,155 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $5,495,409 | 19,799 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $4,792,351 | 19,954 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,757,056 | 19,770 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||