Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,610,330
-$2,941,053 QoQ
Shares Held
41,134
-41.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#919
of 2,993 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, 2026AMG National Trust Bank holds $12,161,610 across 9 Utilities - Regulated Electric names. NEE ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
41,134 | $3,610,330 | |
| 2 | DUK |
Duke Energy CORP
|
21,959 | $2,779,570 | |
| 3 | XEL |
Xcel Energy Inc
|
31,019 | $2,490,825 | |
| 4 | PPL |
PPL Corp
|
44,504 | $1,617,719 | |
| 5 | SO |
Southern Co
|
4,370 | $418,252 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,575 | $352,285 | |
| 7 | D |
Dominion Energy, Inc
|
4,543 | $310,240 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,546 | $297,296 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,610,330 | 41,134 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,551,383 | 70,536 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $4,845,218 | 60,354 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,274,469 | 56,623 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,383,941 | 63,151 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,507,823 | 63,589 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $4,690,748 | 65,431 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $5,563,764 | 65,820 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,323,141 | 75,175 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,405,890 | 53,292 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $1,886,280 | 31,055 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,859,576 | 32,459 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,521,761 | 33,986 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,682,152 | 34,797 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,200,291 | 38,281 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,977,384 | 37,972 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,385,922 | 30,802 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,615,421 | 30,875 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,077,425 | 32,963 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,737,207 | 34,860 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,430,551 | 33,168 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,184,070 | 28,886 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,900,858 | 50,562 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,157,800 | 11,377 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,810,469 | 11,702 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $232,679 | 967 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||