Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$37,664,739
+$4,454,751 QoQ
Shares Held
429,130
+3.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#277
of 3,000 holders
Holding Since
Mar 2020
25 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, 2026TRUST CO OF VERMONT holds $47,717,074 across 25 Utilities - Regulated Electric names. NEE ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
429,130 | $37,664,739 | |
| 2 | SO |
Southern Co
|
23,114 | $2,212,240 | |
| 3 | POR |
Portland General Electric Co /Or/
|
39,717 | $2,058,532 | |
| 4 | DUK |
Duke Energy CORP
|
14,323 | $1,813,004 | |
| 5 | D |
Dominion Energy, Inc
|
16,144 | $1,102,473 | |
| 6 | ED |
Consolidated Edison Inc
|
5,704 | $631,033 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,495 | $478,150 | |
| 8 | ETR |
Entergy Corp /De/
|
2,722 | $312,648 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,664,739 | 429,130 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $33,209,988 | 413,677 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $30,183,543 | 399,835 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $27,031,522 | 389,391 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $27,334,616 | 385,592 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $27,035,732 | 377,120 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $31,006,280 | 366,808 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $25,137,620 | 355,001 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $21,450,623 | 335,638 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $17,009,508 | 280,038 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $13,996,290 | 244,306 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $16,215,741 | 218,541 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $15,458,008 | 200,545 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $16,427,650 | 196,503 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,811,648 | 188,900 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $14,684,866 | 189,580 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $15,941,659 | 188,191 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $17,997,753 | 192,778 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $14,843,106 | 189,036 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $14,137,103 | 192,919 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $13,938,022 | 184,341 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $14,358,385 | 186,110 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $12,882,946 | 46,415 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $11,352,835 | 47,270 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $14,867,909 | 61,790 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||