Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,282,328
-$963,504 QoQ
Shares Held
94,364
-5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#641
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. NEE ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,282,328 | 94,364 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,245,832 | 99,546 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,622,183 | 94,945 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,195,328 | 95,315 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,956,433 | 114,613 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,394,555 | 132,523 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,370,313 | 130,706 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $10,699,046 | 126,571 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $8,836,875 | 124,797 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $7,774,715 | 121,651 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $6,728,898 | 110,782 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $5,982,909 | 104,432 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $7,928,270 | 106,850 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $8,312,615 | 107,844 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $9,934,020 | 118,828 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $9,526,109 | 121,491 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $8,974,747 | 115,863 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,600,438 | 113,333 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $10,952,995 | 117,320 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,911,548 | 113,494 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,391,491 | 128,159 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $6,642,943 | 87,858 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $6,638,448 | 86,046 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $5,389,382 | 19,417 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $4,658,337 | 19,396 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $6,675,761 | 27,744 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||