Montecito Bank & Trust

Bank

Position in NEE — Nextera Energy Inc

CIK 1422508 SANTA BARBARA, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,361,926

-$73,254 QoQ

Shares Held

15,517

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,434

of 3,000 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Utilities · as of Jun 30, 2026

Montecito Bank & Trust holds $4,145,761 across 6 Utilities - Regulated Electric names. NEE ranks #1 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	15,517	$1,361,926
2	SO	Southern Co	11,160	$1,068,122
3	PEG	Public Service Enterprise Group Inc	8,552	$694,080
4	EXC	Exelon Corp	8,645	$403,029
5	DTE	Dte Energy Co	2,631	$400,885
6	ED	Consolidated Edison Inc	1,968	$217,719

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,361,926	15,517	+0.4%	Shares	Sole	2026-07-16
2026-03-31	$1,435,180	15,452	0.0%	Shares	Defined	2026-04-16
2025-12-31	$1,240,485	15,452	-0.2%	Shares	Defined	2026-01-09
2025-09-30	$1,168,735	15,482	-10.9%	Shares	Defined	2025-10-07
2025-03-31	$1,231,217	17,368	-1.2%	Shares	Defined	2025-04-17
2024-12-31	$1,259,951	17,575	0.0%	Shares	Defined	2025-01-21
2024-09-30	$1,485,613	17,575	+7.4%	Shares	Defined	2024-10-31
2024-06-30	$1,158,734	16,364	-1.6%	Shares	Sole	2024-07-17
2024-03-31	$1,062,439	16,624	-3.2%	Shares	Sole	2024-04-09
2023-12-31	$1,043,330	17,177	-9.4%	Shares	Sole	2024-01-05
2023-09-30	$1,086,160	18,959	-12.9%	Shares	Sole	2023-10-16
2023-06-30	$1,616,001	21,779	-1.7%	Shares	Sole	2023-07-25
2023-03-31	$1,708,400	22,164	-1.8%	Shares	Sole	2023-04-25
2022-12-31	$1,886,350	22,564	-0.2%	Shares	Sole	2023-01-20
2022-09-30	$1,772,379	22,604	-2.0%	Shares	Sole	2022-10-14
2022-06-30	$1,786,381	23,062	-33.7%	Shares	Sole	2022-08-01
2022-03-31	$2,945,111	34,767	-1.8%	Shares	Sole	2022-04-22
2021-12-31	$3,306,530	35,417	+0.9%	Shares	Sole	2022-01-25
2021-09-30	$2,757,386	35,117	+0.5%	Shares	Sole	2021-10-28
2021-06-30	$2,560,769	34,945	+5.8%	Shares	Sole	2021-07-08
2021-03-31	$2,497,548	33,032	+271.5%	Shares	Sole	2021-04-26
2020-12-31	$686,017	8,892	+300.0%	Shares	Sole	2021-01-28
2020-09-30	$617,015	2,223	0.0%	Shares	Sole	2020-10-27
2020-06-30	$533,897	2,223	0.0%	Shares	Sole	2020-07-17
2020-03-31	$534,898	2,223	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.