Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$757,367
-$53,382 QoQ
Shares Held
8,629
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,761
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BANK OF STOCKTON holds $4,071,178 across 7 Utilities - Regulated Electric names. NEE ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
10,786 | $1,238,879 | |
| 2 | AEP |
American Electric Power Co Inc
|
7,358 | $1,006,647 | |
| 3 | NEE |
Nextera Energy Inc
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|
8,629 | $757,367 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
2,982 | $348,208 | |
| 5 | CNP |
Centerpoint Energy Inc
|
6,800 | $299,472 | |
| 6 | SO |
Southern Co
|
2,243 | $214,677 | |
| 7 | EIX |
Edison International
|
2,766 | $205,928 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,367 | 8,629 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $810,749 | 8,729 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $840,210 | 10,466 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $861,416 | 11,411 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $774,866 | 11,162 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $794,251 | 11,204 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $851,247 | 11,874 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,006,498 | 11,907 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $900,774 | 12,721 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $858,758 | 13,437 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $835,417 | 13,754 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $822,397 | 14,355 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,345,913 | 18,139 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,401,468 | 18,182 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,719,150 | 20,564 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,654,999 | 21,107 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,714,344 | 22,132 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,998,308 | 23,590 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,421,945 | 25,942 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,076,225 | 26,442 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,949,028 | 26,597 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,100,597 | 27,782 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,073,406 | 26,875 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,931,817 | 6,960 | Shares | Sole | 2020-11-23 | |
| 2020-06-30 | $1,582,480 | 6,589 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,447,810 | 6,017 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||