Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$340,284
-$19,811 QoQ
Shares Held
3,877
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,339
of 2,999 holders
Holding Since
Jun 2020
22 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, 2026PHILADELPHIA TRUST CO holds $10,880,618 across 7 Utilities - Regulated Electric names. NEE ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
48,569 | $6,147,864 | |
| 2 | ED |
Consolidated Edison Inc
|
12,316 | $1,362,519 | |
| 3 | SO |
Southern Co
|
14,020 | $1,341,854 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,793 | $929,350 | |
| 5 | PPL |
PPL Corp
|
13,358 | $485,563 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
3,877 | $340,284 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,366 | $273,184 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,284 | 3,877 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $360,095 | 3,877 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $363,427 | 4,527 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $269,725 | 3,573 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $248,037 | 3,573 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $253,289 | 3,573 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $370,852 | 5,173 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $474,889 | 5,618 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $361,131 | 5,100 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $327,219 | 5,120 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $247,211 | 4,070 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $233,170 | 4,070 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $209,244 | 2,820 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $217,365 | 2,820 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $262,336 | 3,138 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,541,895 | 32,418 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $329,514 | 4,254 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $345,532 | 4,079 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $316,397 | 3,389 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $266,104 | 3,389 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $308,646 | 1,112 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,256,397 | 9,395 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||