Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$553,038
-$63,963 QoQ
Shares Held
6,301
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,985
of 3,000 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, 2026UNITED BANK holds $5,351,324 across 6 Utilities - Regulated Electric names. NEE ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,432 | $1,700,821 | |
| 2 | SO |
Southern Co
|
12,492 | $1,195,609 | |
| 3 | DUK |
Duke Energy CORP
|
6,305 | $798,086 | |
| 4 | ED |
Consolidated Edison Inc
|
6,450 | $713,563 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
6,301 | $553,038 | |
| 6 | D |
Dominion Energy, Inc
|
5,714 | $390,207 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,038 | 6,301 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $617,001 | 6,643 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $591,984 | 7,374 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $556,663 | 7,374 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $511,903 | 7,374 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $522,742 | 7,374 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $534,592 | 7,457 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $747,752 | 8,846 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $582,058 | 8,220 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $528,216 | 8,265 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $564,456 | 9,293 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $532,395 | 9,293 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $698,964 | 9,420 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $726,093 | 9,420 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $789,267 | 9,441 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $740,268 | 9,441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $753,221 | 9,724 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $835,240 | 9,860 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $920,529 | 9,860 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $774,207 | 9,860 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $766,508 | 10,460 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $791,183 | 10,464 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $668,736 | 8,668 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $615,350 | 2,217 | Shares | Sole | 2020-12-11 | |
| 2020-06-30 | $518,766 | 2,160 | Shares | Sole | 2020-09-18 | |
| 2020-03-31 | $471,615 | 1,960 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||