Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,423,204
+$551,912 QoQ
Shares Held
39,002
+26.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#939
of 3,000 holders
Holding Since
Dec 2021
19 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 AMERICAN BANK holds $36,395,973 across 7 Utilities - Regulated Electric names. NEE ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
93,824 | $12,836,060 | |
| 2 | CMS |
Cms Energy Corp
|
86,928 | $6,649,991 | |
| 3 | ETR |
Entergy Corp /De/
|
40,071 | $4,602,553 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
35,796 | $4,179,898 | |
| 5 | NEE |
Nextera Energy Inc
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|
39,002 | $3,423,204 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
32,449 | $2,633,560 | |
| 7 | DTE |
Dte Energy Co
|
13,590 | $2,070,707 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,423,204 | 39,002 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,871,292 | 30,914 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,904,080 | 23,718 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $408,627 | 5,413 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $373,410 | 5,379 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $373,377 | 5,267 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $441,682 | 6,161 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $488,329 | 5,777 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $351,571 | 4,965 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $325,877 | 5,099 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $313,175 | 5,156 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $281,122 | 4,907 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $344,733 | 4,646 | Shares | Sole | 2024-07-31 | |
| 2023-03-31 | $316,567 | 4,107 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $356,721 | 4,267 | Shares | Sole | 2024-07-31 | |
| 2022-09-30 | $286,666 | 3,656 | Shares | Sole | 2024-07-31 | |
| 2022-06-30 | $283,193 | 3,656 | Shares | Sole | 2024-07-31 | |
| 2022-03-31 | $309,699 | 3,656 | Shares | Sole | 2024-07-31 | |
| 2021-12-31 | $341,324 | 3,656 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||