Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$16,999,732
-$2,971,232 QoQ
Shares Held
193,685
-9.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#431
of 2,997 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, 2026First National Trust Co holds $32,356,536 across 7 Utilities - Regulated Electric names. NEE ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
193,685 | $16,999,732 | |
| 2 | AEP |
American Electric Power Co Inc
|
56,857 | $7,778,605 | |
| 3 | SO |
Southern Co
|
32,103 | $3,072,577 | |
| 4 | PPL |
PPL Corp
|
48,340 | $1,757,158 | |
| 5 | DUK |
Duke Energy CORP
|
12,440 | $1,574,654 | |
| 6 | EXC |
Exelon Corp
|
13,426 | $625,920 | |
| 7 | D |
Dominion Energy, Inc
|
8,023 | $547,890 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,999,732 | 193,685 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $19,970,964 | 215,019 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,103,733 | 213,051 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,896,230 | 210,574 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $15,861,011 | 228,479 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $16,492,841 | 232,654 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $17,369,697 | 242,289 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,279,084 | 239,904 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $17,058,694 | 240,908 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $15,205,467 | 237,920 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $14,671,017 | 241,538 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,472,366 | 270,071 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $20,356,027 | 274,340 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $21,193,377 | 274,953 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $23,076,023 | 276,029 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $21,219,549 | 270,623 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $20,299,244 | 262,061 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $18,008,329 | 212,588 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $18,629,520 | 199,545 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $15,545,153 | 197,977 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $14,424,874 | 196,846 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $15,008,282 | 198,496 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $15,636,144 | 202,672 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $14,843,631 | 53,479 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $12,810,667 | 53,340 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $13,957,402 | 58,006 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||