Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,981,379
-$80,682 QoQ
Shares Held
113,722
+5.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#572
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $18,402,821 across 26 Utilities - Regulated Electric names. NEE ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
113,722 | $9,981,379 | |
| 2 | AEP |
American Electric Power Co Inc
|
33,801 | $4,624,314 | |
| 3 | DUK |
Duke Energy CORP
|
7,701 | $974,792 | |
| 4 | D |
Dominion Energy, Inc
|
11,212 | $765,667 | |
| 5 | ED |
Consolidated Edison Inc
|
5,559 | $614,992 | |
| 6 | FE |
Firstenergy Corp
|
6,784 | $322,511 | |
| 7 | SO |
Southern Co
|
2,411 | $230,756 | |
| 8 | LNT |
Alliant Energy Corp
|
1,797 | $137,093 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,981,379 | 113,722 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,062,061 | 108,334 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,200,601 | 102,150 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,028,965 | 106,358 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,215,514 | 103,940 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,191,222 | 101,442 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,919,662 | 96,522 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,160,745 | 37,392 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,330,357 | 32,910 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,103,086 | 32,907 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,951,151 | 32,123 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,891,085 | 33,009 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,461,510 | 33,174 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,335,446 | 30,299 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,430,335 | 29,071 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,320,308 | 29,592 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,292,196 | 29,592 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,505,721 | 29,580 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,761,588 | 29,580 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,322,621 | 29,580 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,231,449 | 30,451 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,250,758 | 29,768 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,289,426 | 29,675 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,685,344 | 6,072 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,398,269 | 5,822 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,447,810 | 6,017 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||