Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$28,476,449
-$3,007,177 QoQ
Shares Held
324,444
-4.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#323
of 2,993 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, 2026COUNTRY TRUST BANK holds $58,846,619 across 18 Utilities - Regulated Electric names. NEE ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
324,444 | $28,476,449 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
243,308 | $28,411,075 | |
| 3 | SO |
Southern Co
|
7,228 | $691,791 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,428 | $468,984 | |
| 5 | AEE |
Ameren Corp
|
2,568 | $290,286 | |
| 6 | DUK |
Duke Energy CORP
|
1,810 | $229,109 | |
| 7 | XEL |
Xcel Energy Inc
|
1,207 | $96,922 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
735 | $59,652 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,476,449 | 324,444 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $31,483,626 | 338,971 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $26,843,865 | 334,378 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $25,951,046 | 343,768 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $20,913,885 | 301,266 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,262,392 | 299,935 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $666,430 | 9,296 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $785,790 | 9,296 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $658,249 | 9,296 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $593,851 | 9,292 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $552,248 | 9,092 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $25,264 | 441 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,042 | 41 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $3,160 | 41 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,086 | 13 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $70,255 | 896 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $69,404 | 896 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $75,900 | 896 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $83,650 | 896 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $70,589 | 899 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $64,486 | 880 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $68,427 | 905 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $67,892 | 880 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $61,063 | 220 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $72,051 | 300 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $72,186 | 300 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||