DAVIDSON TRUST CO

Bank

Position in NEE — Nextera Energy Inc

CIK 1133119 SEATTLE, WA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,877,136

-$104,923 QoQ

Shares Held

21,387

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#1,233

of 3,000 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, 2026

DAVIDSON TRUST CO holds $2,534,089 across 2 Utilities - Regulated Electric names. NEE ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	21,387	$1,877,136
2	SO	Southern Co	6,864	$656,953

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,877,136	21,387	+0.2%	Shares	Defined	2026-07-29
2026-03-31	$1,982,059	21,340	-7.9%	Shares	Defined	2026-04-20
2025-12-31	$1,859,204	23,159	+4.4%	Shares	Defined	2026-01-27
2025-09-30	$1,674,971	22,188	+12.7%	Shares	Defined	2025-10-20
2025-06-30	$1,366,115	19,679	-5.1%	Shares	Defined	2025-07-28
2025-03-31	$1,469,407	20,728	-6.3%	Shares	Defined	2025-04-29
2024-12-31	$1,585,925	22,122	+5.9%	Shares	Defined	2025-01-31
2024-09-30	$1,765,408	20,885	+6.7%	Shares	Defined	2024-11-13
2024-06-30	$1,385,893	19,572	+10.5%	Shares	Defined	2024-07-31
2024-03-31	$1,131,909	17,711	+4.7%	Shares	Defined	2024-05-13
2023-12-31	$1,027,052	16,909	-8.9%	Shares	Defined	2024-01-31
2023-09-30	$1,063,588	18,565	+0.9%	Shares	Defined	2023-11-09
2023-06-30	$1,365,353	18,401	+10.1%	Shares	Defined	2023-08-10
2023-03-31	$1,287,928	16,709	+3.0%	Shares	Defined	2023-04-24
2022-12-31	$1,356,075	16,221	-3.3%	Shares	Defined	2023-02-15
2022-09-30	$1,315,091	16,772	-19.3%	Shares	Defined	2022-11-07
2022-06-30	$1,610,083	20,786	-0.1%	Shares	Defined	2022-07-27
2022-03-31	$1,762,560	20,807	-0.6%	Shares	Defined	2022-05-12
2021-12-31	$1,954,304	20,933	-2.7%	Shares	Defined	2022-01-28
2021-09-30	$1,689,279	21,514	-1.1%	Shares	Defined	2021-11-03
2021-06-30	$1,593,986	21,752	-2.2%	Shares	Defined	2021-08-10
2021-03-31	$1,682,170	22,248	-0.7%	Shares	Defined	2021-05-07
2020-12-31	$1,728,082	22,399	+240.5%	Shares	Defined	2021-02-10
2020-09-30	$1,825,789	6,578	-0.2%	Shares	Defined	2020-11-02
2020-06-30	$1,582,479	6,589	+1.3%	Shares	Defined	2020-08-11
2020-03-31	$1,565,472	6,506	—	Shares	Defined	2020-05-06
No filing history on record for this holder in this stock.