Legacy Private Trust Co.

Bank

Position in NEE — Nextera Energy Inc

CIK 1352547 NEENAH, WI

Position in NEE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,677,196

-$34,489 QoQ

Shares Held

19,109

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,320

of 3,000 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Legacy Private Trust Co. holds $6,422,710 across 7 Utilities - Regulated Electric names. NEE ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	21,892	$1,776,754
2	NEE	Nextera Energy Inc This page	19,109	$1,677,196
3	WEC	Wec Energy Group, Inc.	10,684	$1,247,570
4	DTE	Dte Energy Co	3,795	$578,244
5	AEP	American Electric Power Co Inc	3,436	$470,079
6	LNT	Alliant Energy Corp	5,460	$416,543
7	DUK	Duke Energy CORP	2,025	$256,324

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,677,196	19,109	+3.7%	Shares	Sole	2026-07-21
2026-03-31	$1,711,685	18,429	+4.6%	Shares	Sole	2026-04-07
2025-12-31	$1,414,051	17,614	+14.4%	Shares	Sole	2026-01-08
2025-09-30	$1,162,093	15,394	+4.9%	Shares	Sole	2025-10-08
2025-06-30	$1,018,599	14,673	-10.7%	Shares	Sole	2025-07-08
2025-03-31	$1,164,864	16,432	+11.4%	Shares	Sole	2025-04-04
2024-12-31	$1,057,785	14,755	+6.9%	Shares	Sole	2025-01-08
2024-09-30	$1,166,936	13,805	-2.4%	Shares	Sole	2024-10-07
2024-06-30	$1,001,607	14,145	-32.2%	Shares	Sole	2024-07-12
2024-03-31	$1,333,098	20,859	+47.2%	Shares	Sole	2024-04-10
2023-12-31	$860,928	14,174	-42.6%	Shares	Sole	2024-01-10
2023-09-30	$1,413,859	24,679	+156.8%	Shares	Sole	2023-10-11
2023-06-30	$713,062	9,610	—	Shares	Sole	2023-07-07
No filing history on record for this holder in this stock.