Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,411,516
-$87,288 QoQ
Shares Held
16,082
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,416
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, 2026Coastline Trust Co holds $3,598,726 across 13 Utilities - Regulated Electric names. NEE ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
16,082 | $1,411,516 | |
| 2 | LNT |
Alliant Energy Corp
|
10,650 | $812,488 | |
| 3 | ED |
Consolidated Edison Inc
|
3,300 | $365,079 | |
| 4 | SO |
Southern Co
|
3,073 | $294,116 | |
| 5 | XEL |
Xcel Energy Inc
|
3,125 | $250,937 | |
| 6 | DUK |
Duke Energy CORP
|
1,266 | $160,250 | |
| 7 | AEP |
American Electric Power Co Inc
|
846 | $115,741 | |
| 8 | D |
Dominion Energy, Inc
|
972 | $66,377 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,411,516 | 16,082 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,498,804 | 16,137 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $1,088,676 | 13,561 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $535,676 | 7,096 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $497,393 | 7,165 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $486,659 | 6,865 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $505,055 | 7,045 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $611,067 | 7,229 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $972,079 | 13,728 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $879,592 | 13,763 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $2,083,989 | 34,310 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $2,104,376 | 36,732 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $3,334,622 | 44,941 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $3,753,564 | 48,697 | Shares | Defined | 2023-05-31 | |
| 2022-12-31 | $4,085,699 | 48,872 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,774,656 | 48,140 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $3,615,444 | 46,675 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $3,852,186 | 45,475 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,119,976 | 44,130 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $3,500,421 | 44,580 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $3,411,916 | 46,560 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,664,437 | 48,465 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $4,271,024 | 55,360 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,842,818 | 13,845 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $3,941,188 | 16,410 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $4,041,212 | 16,795 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||