Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$738,583
-$59,256 QoQ
Shares Held
8,415
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,774
of 3,000 holders
Holding Since
Jun 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, 2026FIRST UNITED BANK & TRUST holds $4,777,015 across 10 Utilities - Regulated Electric names. NEE ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
22,904 | $2,192,141 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,280 | $850,084 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
8,415 | $738,583 | |
| 4 | DUK |
Duke Energy CORP
|
2,375 | $300,626 | |
| 5 | D |
Dominion Energy, Inc
|
4,054 | $276,847 | |
| 6 | PPL |
PPL Corp
|
3,043 | $110,613 | |
| 7 | AEP |
American Electric Power Co Inc
|
802 | $109,721 | |
| 8 | EXC |
Exelon Corp
|
2,322 | $108,251 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,583 | 8,415 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $797,839 | 8,590 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $708,711 | 8,828 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $633,209 | 8,388 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $703,571 | 10,135 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $697,911 | 9,845 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $727,007 | 10,141 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $874,546 | 10,346 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $747,186 | 10,552 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $640,186 | 10,017 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $682,716 | 11,240 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $728,041 | 12,708 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $946,940 | 12,762 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $977,913 | 12,687 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,032,627 | 12,352 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $998,708 | 12,737 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,011,395 | 13,057 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,057,773 | 12,487 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,253,544 | 13,427 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $911,931 | 11,614 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $807,618 | 11,021 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $838,136 | 11,085 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $718,652 | 9,315 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $544,572 | 1,962 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $247,855 | 1,032 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||