BURKE & HERBERT BANK & TRUST CO

Bank

Position in NEE — Nextera Energy Inc

CIK 1101250 ALEXANDRIA, VA

Position in NEE

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

Position Value

$1,701,947

-$101,039 QoQ

Shares Held

19,391

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,312

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BURKE & HERBERT BANK & TRUST CO holds $7,387,292 across 5 Utilities - Regulated Electric names. NEE ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	13,997	$1,771,740
2	NEE	Nextera Energy Inc This page	19,391	$1,701,947
3	AEP	American Electric Power Co Inc	10,923	$1,494,374
4	SO	Southern Co	13,050	$1,249,015
5	D	Dominion Energy, Inc	17,136	$1,170,216

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,701,947	19,391	-0.1%	Shares	Sole	2026-08-07
2026-03-31	$1,802,986	19,412	0.0%	Shares	Sole	2026-05-08
2025-12-31	$1,558,395	19,412	-10.0%	Shares	Sole	2026-02-12
2025-09-30	$1,628,167	21,568	0.0%	Shares	Sole	2025-11-07
2025-06-30	$1,497,249	21,568	-0.7%	Shares	Sole	2025-07-31
2025-03-31	$1,539,588	21,718	0.0%	Shares	Other	2025-04-29
2024-12-31	$1,556,962	21,718	0.0%	Shares	Other	2025-01-31
2024-09-30	$1,835,822	21,718	-3.6%	Shares	Sole	2024-10-23
2024-06-30	$1,595,064	22,526	+86.1%	Shares	Sole	2024-07-16
2024-03-31	$773,694	12,106	-6.2%	Shares	Sole	2024-04-15
2023-12-31	$783,545	12,900	-0.3%	Shares	Sole	2024-01-10
2023-09-30	$741,504	12,943	-3.4%	Shares	Sole	2023-10-16
2023-06-30	$994,205	13,399	-0.1%	Shares	Sole	2023-07-12
2023-03-31	$1,033,565	13,409	-2.1%	Shares	Sole	2023-04-13
2022-12-31	$1,145,570	13,703	0.0%	Shares	Sole	2023-01-11
2022-09-30	$1,074,451	13,703	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$1,065,694	13,758	-4.2%	Shares	Sole	2022-07-08
2022-03-31	$1,216,011	14,355	-4.4%	Shares	Sole	2022-04-20
2021-12-31	$1,401,986	15,017	-0.3%	Shares	Sole	2022-01-13
2021-09-30	$1,182,746	15,063	+319.3%	Shares	Sole	2021-10-08
2021-06-30	$263,221	3,592	-76.5%	Shares	Sole	2021-07-14
2021-03-31	$1,156,907	15,301	-21.0%	Shares	Sole	2021-04-12
2020-12-31	$1,494,009	19,365	+294.7%	Shares	Sole	2021-01-11
2020-09-30	$1,361,709	4,906	-0.2%	Shares	Sole	2020-10-06
2020-06-30	$1,180,915	4,917	-4.7%	Shares	Sole	2020-07-15
2020-03-31	$1,240,876	5,157	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.