Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,318,144
-$86,651 QoQ
Shares Held
37,805
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#951
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, 2026PRIVATE TRUST CO NA holds $15,793,849 across 32 Utilities - Regulated Electric names. NEE ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
37,805 | $3,318,144 | |
| 2 | AEP |
American Electric Power Co Inc
|
16,649 | $2,277,749 | |
| 3 | DUK |
Duke Energy CORP
|
17,855 | $2,260,085 | |
| 4 | SO |
Southern Co
|
23,542 | $2,253,204 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,359 | $742,540 | |
| 6 | ETR |
Entergy Corp /De/
|
5,829 | $669,518 | |
| 7 | PPL |
PPL Corp
|
11,873 | $431,583 | |
| 8 | XEL |
Xcel Energy Inc
|
5,330 | $427,999 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,318,144 | 37,805 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $3,404,795 | 36,658 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $3,069,746 | 38,238 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $2,916,103 | 38,629 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $2,966,941 | 42,739 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,179,770 | 44,855 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,056,574 | 42,636 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $3,610,022 | 42,707 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,073,366 | 43,403 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $2,413,049 | 37,757 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $2,291,720 | 37,730 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $2,209,274 | 38,563 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $3,034,928 | 40,902 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $3,167,217 | 41,090 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $3,307,216 | 39,560 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $3,411,148 | 43,504 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $3,358,045 | 43,352 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $5,067,606 | 59,823 | Shares | Other | 2022-04-12 | |
| 2021-12-31 | $5,640,251 | 60,414 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $5,027,478 | 64,028 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $4,057,513 | 55,370 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $4,180,023 | 55,284 | Shares | Other | 2021-04-06 | |
| 2020-12-31 | $4,216,093 | 54,648 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $3,610,778 | 13,009 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $3,112,603 | 12,960 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $2,797,207 | 11,625 | Shares | Other | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||