Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$23,934,264
-$1,347,206 QoQ
Shares Held
272,693
+0.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#366
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, 2026Bath Savings Trust Co holds $24,982,007 across 4 Utilities - Regulated Electric names. NEE ranks #1 (95.8% of the industry book) .
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,934,264 | 272,693 | Shares | Other | 2026-07-09 | |
| 2026-03-31 | $25,281,470 | 272,195 | Shares | Other | 2026-04-07 | |
| 2025-12-31 | $22,205,447 | 276,600 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $20,840,674 | 276,072 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $19,062,801 | 274,601 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $19,283,143 | 272,015 | Shares | Other | 2025-04-07 | |
| 2024-12-31 | $19,403,614 | 270,660 | Shares | Other | 2025-01-07 | |
| 2024-09-30 | $22,663,422 | 268,111 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $18,876,600 | 266,581 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $16,920,172 | 264,750 | Shares | Other | 2024-04-08 | |
| 2023-12-31 | $15,782,923 | 259,844 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $14,544,211 | 253,870 | Shares | Other | 2023-10-12 | |
| 2023-06-30 | $18,456,433 | 248,739 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $19,086,934 | 247,625 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $20,490,610 | 245,103 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $19,555,924 | 249,406 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $19,420,616 | 250,718 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $20,950,476 | 247,320 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $23,000,916 | 246,368 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $19,218,476 | 244,759 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $17,515,604 | 239,023 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $17,152,355 | 226,853 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $16,818,159 | 217,993 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $14,862,227 | 53,546 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $12,895,206 | 53,692 | Shares | Other | 2020-07-06 | |
| 2020-03-31 | $12,872,688 | 53,498 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||