Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,632,814
-$145,343 QoQ
Shares Held
64,177
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#752
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Towne Trust Company, N.A holds $14,769,203 across 12 Utilities - Regulated Electric names. NEE ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
71,817 | $6,873,605 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
64,177 | $5,632,814 | |
| 3 | D |
Dominion Energy, Inc
|
21,310 | $1,455,259 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,139 | $292,636 | |
| 5 | DUK |
Duke Energy CORP
|
1,931 | $244,425 | |
| 6 | ETR |
Entergy Corp /De/
|
700 | $80,402 | |
| 7 | FE |
Firstenergy Corp
|
1,191 | $56,620 | |
| 8 | EXC |
Exelon Corp
|
1,100 | $51,282 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,632,814 | 64,177 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,778,157 | 62,211 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,335,649 | 66,463 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,083,344 | 67,338 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,899,524 | 70,578 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,066,082 | 71,464 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,425,713 | 75,683 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,524,278 | 77,183 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,415,760 | 76,483 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,035,021 | 78,783 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,569,894 | 75,237 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,184,002 | 73,032 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,400,053 | 72,777 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,144,242 | 66,739 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,310,188 | 63,519 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,921,717 | 62,769 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,913,907 | 63,438 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $5,326,734 | 62,882 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,864,408 | 62,815 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,941,263 | 62,930 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,681,859 | 63,890 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,526,392 | 59,865 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,264,852 | 55,280 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,727,630 | 13,430 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,263,670 | 13,589 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,288,553 | 13,667 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||