FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

Bank

Position in NEE — Nextera Energy Inc

CIK 1339908 NEWTOWN, PA

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,613,088

-$308,637 QoQ

Shares Held

29,772

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#1,048

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN holds $6,384,140 across 9 Utilities - Regulated Electric names. NEE ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	29,772	$2,613,088
2	AEP	American Electric Power Co Inc	6,771	$926,340
3	PPL	PPL Corp	18,396	$668,694
4	DUK	Duke Energy CORP	5,130	$649,355
5	XEL	Xcel Energy Inc	4,425	$355,327
6	EXC	Exelon Corp	7,435	$346,619
7	SO	Southern Co	3,127	$299,284
8	D	Dominion Energy, Inc	4,250	$290,232

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,613,088	29,772	-5.4%	Shares	Sole	2026-08-06
2026-03-31	$2,921,725	31,457	-2.8%	Shares	Sole	2026-04-30
2025-12-31	$2,599,224	32,377	0.0%	Shares	Sole	2026-01-29
2025-09-30	$2,444,139	32,377	0.0%	Shares	Sole	2025-10-28
2025-06-30	$2,247,611	32,377	0.0%	Shares	Sole	2025-07-21
2025-03-31	$2,295,205	32,377	0.0%	Shares	Sole	2025-04-30
2024-12-31	$2,321,106	32,377	0.0%	Shares	Sole	2025-02-03
2024-09-30	$2,736,827	32,377	+0.8%	Shares	Sole	2024-10-31
2024-06-30	$2,273,637	32,109	+1.3%	Shares	Sole	2024-07-23
2024-03-31	$2,026,521	31,709	0.0%	Shares	Sole	2024-04-29
2023-12-31	$1,926,004	31,709	+1.0%	Shares	Sole	2024-01-31
2023-09-30	$1,799,421	31,409	-4.5%	Shares	Sole	2023-11-01
2023-06-30	$2,441,105	32,899	+1.7%	Shares	Sole	2023-07-31
2023-03-31	$2,493,845	32,354	0.0%	Shares	Sole	2023-05-04
2022-12-31	$2,704,794	32,354	0.0%	Shares	Sole	2023-01-31
2022-09-30	$2,536,876	32,354	0.0%	Shares	Sole	2022-11-09
2022-06-30	$2,506,140	32,354	+1.3%	Shares	Sole	2022-08-08
2022-03-31	$2,706,822	31,954	0.0%	Shares	Sole	2022-05-10
2021-12-31	$2,983,224	31,954	-0.6%	Shares	Sole	2022-01-31
2021-09-30	$2,524,731	32,154	0.0%	Shares	Sole	2021-10-20
2021-06-30	$2,356,244	32,154	+25.9%	Shares	Sole	2021-08-06
2021-03-31	$1,930,322	25,530	0.0%	Shares	Sole	2021-05-06
2020-12-31	$1,969,639	25,530	+300.8%	Shares	Sole	2021-02-11
2020-09-30	$1,768,056	6,370	0.0%	Shares	Sole	2020-11-06
2020-06-30	$1,529,882	6,370	-1.8%	Shares	Sole	2020-08-04
2020-03-31	$1,560,179	6,484	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.