SPINNAKER TRUST

Position in NEE — Nextera Energy Inc

CIK 1158970 PORTLAND, ME

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,384,265

-$555,117 QoQ

Shares Held

84,132

-1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#673

of 2,997 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 7% None 10%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

SPINNAKER TRUST holds $10,158,263 across 6 Utilities - Regulated Electric names. NEE ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	84,132	$7,384,265
2	ETR	Entergy Corp /De/	8,406	$965,513
3	DUK	Duke Energy CORP	6,049	$765,682
4	SO	Southern Co	4,217	$403,609
5	ES	Eversource Energy	4,915	$355,207
6	ED	Consolidated Edison Inc	2,567	$283,987

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	$7,384,265	84,132	-1.6%	Shares	Sole	2026-08-03
2026-03-31	$7,939,382	85,480	-1.5%	Shares	Sole	2026-04-23
2025-12-31	$6,968,625	86,804	+0.8%	Shares	Sole	2026-02-10
2025-09-30	$6,502,708	86,140	-0.1%	Shares	Sole	2025-11-05
2025-06-30	$5,984,073	86,201	+2.7%	Shares	Sole	2025-08-04
2025-03-31	$5,951,499	83,954	-5.3%	Shares	Sole	2025-04-25
2024-12-31	$6,354,887	88,644	-28.3%	Shares	Defined	2025-01-30
2024-09-30	$10,450,696	123,633	-3.8%	Shares	Defined	2024-10-31
2024-06-30	$9,098,518	128,492	+1.1%	Shares	Defined	2024-07-31
2024-03-31	$8,119,573	127,047	+4.4%	Shares	Defined	2024-05-06
2023-12-31	$7,391,693	121,694	+18.3%	Shares	Defined	2024-02-02
2023-09-30	$5,894,453	102,888	-1.9%	Shares	Defined	2023-11-08
2023-06-30	$7,783,802	104,903	+1.1%	Shares	Defined	2023-08-01
2023-03-31	$7,996,818	103,747	-1.4%	Shares	Defined	2023-04-13
2022-12-31	$8,799,903	105,262	+2.7%	Shares	Defined	2023-02-02
2022-09-30	$8,037,573	102,507	+0.8%	Shares	Defined	2022-10-28
2022-06-30	$7,876,055	101,679	+5.7%	Shares	Defined	2022-07-25
2022-03-31	$8,147,915	96,186	+0.8%	Shares	Defined	2022-05-02
2021-12-31	$8,906,543	95,400	+5.2%	Shares	Defined	2022-01-31
2021-09-30	$7,121,999	90,703	+7.3%	Shares	Defined	2021-11-02
2021-06-30	$6,194,358	84,530	+197.1%	Shares	Defined	2021-08-09
2021-03-31	$2,151,406	28,454	+4.6%	Shares	Defined	2021-04-30
2020-12-31	$2,098,865	27,205	+302.7%	Shares	Defined	2021-01-26
2020-09-30	$1,874,917	6,755	+2.7%	Shares	Defined	2020-10-27
2020-06-30	$1,579,838	6,578	+20.2%	Shares	Defined	2020-07-21
2020-03-31	$1,317,152	5,474	—	Shares	Defined	2020-05-05
No filing history on record for this holder in this stock.