Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,217,638
-$54,050 QoQ
Shares Held
36,660
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#961
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $31,353,970 across 16 Utilities - Regulated Electric names. NEE ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
150,025 | $11,445,404 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
71,275 | $8,322,777 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
36,660 | $3,217,638 | |
| 4 | IDA |
Idacorp Inc
|
11,901 | $1,800,620 | |
| 5 | XEL |
Xcel Energy Inc
|
17,596 | $1,412,957 | |
| 6 | D |
Dominion Energy, Inc
|
12,672 | $865,368 | |
| 7 | DUK |
Duke Energy CORP
|
6,475 | $819,601 | |
| 8 | SO |
Southern Co
|
6,549 | $626,802 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,217,638 | 36,660 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,271,688 | 35,225 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,805,137 | 34,942 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,968,726 | 52,573 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,657,873 | 52,692 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $3,888,024 | 54,846 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,896,201 | 54,348 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $2,691,342 | 31,839 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,187,453 | 30,892 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $1,799,507 | 28,157 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,488,934 | 40,977 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $2,347,163 | 40,970 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,126,412 | 42,135 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $2,916,160 | 37,833 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $2,959,769 | 35,404 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $2,601,715 | 33,181 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,279,407 | 29,427 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,180,429 | 25,740 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $2,398,414 | 25,690 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $2,046,384 | 26,062 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $1,918,831 | 26,185 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $2,195,784 | 29,041 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,816,570 | 23,546 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $1,512,142 | 5,448 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $1,255,363 | 5,227 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $1,256,753 | 5,223 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||