Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$23,826,921
-$452,653 QoQ
Shares Held
271,470
+3.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#368
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026WHITTIER TRUST CO holds $42,927,647 across 29 Utilities - Regulated Electric names. NEE ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
271,470 | $23,826,921 | |
| 2 | AEP |
American Electric Power Co Inc
|
106,961 | $14,633,333 | |
| 3 | DUK |
Duke Energy CORP
|
6,703 | $848,465 | |
| 4 | ETR |
Entergy Corp /De/
|
5,538 | $636,094 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,260 | $345,741 | |
| 6 | DTE |
Dte Energy Co
|
2,220 | $338,261 | |
| 7 | D |
Dominion Energy, Inc
|
4,610 | $314,816 | |
| 8 | EIX |
Edison International
|
3,595 | $267,647 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,826,921 | 271,470 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $24,279,574 | 261,408 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $19,693,245 | 245,307 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,051,982 | 225,884 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,281,979 | 220,138 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,488,355 | 204,378 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,171,248 | 197,674 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,355,482 | 63,356 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,329,605 | 61,144 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,970,153 | 62,121 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,895,802 | 64,139 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,309,925 | 75,230 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,208,023 | 70,189 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,597,394 | 72,618 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,262,559 | 74,911 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,714,442 | 72,879 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,603,146 | 72,336 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,152,825 | 72,634 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,940,381 | 74,340 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,752,767 | 73,265 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,532,053 | 75,492 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,826,959 | 77,066 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $5,852,521 | 75,859 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,196,478 | 18,722 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,511,353 | 18,784 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,564,320 | 18,969 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||