First National Bank of Mount Dora, Trust Investment Services

Bank

Position in NEE — Nextera Energy Inc

CIK 1423045 Mount Dora, FL

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,326,467

-$189,241 QoQ

Shares Held

15,113

-7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,451

of 3,000 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 95% Shared 3% None 2%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

First National Bank of Mount Dora, Trust Investment Services holds $8,325,556 across 3 Utilities - Regulated Electric names. NEE ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	68,139	$5,530,161
2	AEP	American Electric Power Co Inc	10,737	$1,468,928
3	NEE	Nextera Energy Inc This page	15,113	$1,326,467

All Filings in NEE

Export CSV

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,326,467	15,113	-7.4%	Shares	Sole	2026-07-08
2026-03-31	$1,515,708	16,319	-68.8%	Shares	Sole	2026-06-08
2025-12-31	$4,196,636	52,275	-1.8%	Shares	Sole	2026-06-08
2025-09-30	$4,018,482	53,232	-27.9%	Shares	Sole	2026-06-08
2025-06-30	$5,123,126	73,799	+4.6%	Shares	Sole	2025-07-29
2025-03-31	$4,999,161	70,520	+129.1%	Shares	Sole	2025-04-15
2024-12-31	$2,206,976	30,785	+2.7%	Shares	Sole	2025-01-15
2024-09-30	$2,534,801	29,987	+85.0%	Shares	Sole	2024-10-30
2024-06-30	$1,147,475	16,205	-79.5%	Shares	Sole	2024-07-11
2023-09-30	$4,520,638	78,908	+5.2%	Shares	Sole	2023-10-10
2023-06-30	$5,566,409	75,019	+14.7%	Shares	Sole	2023-07-07
2023-03-31	$5,043,112	65,427	+47.6%	Shares	Sole	2023-04-12
2022-12-31	$3,706,238	44,333	-4.6%	Shares	Sole	2023-01-05
2022-09-30	$3,643,320	46,465	+178.0%	Shares	Sole	2022-10-06
2022-06-30	$1,294,511	16,712	+37.7%	Shares	Sole	2022-07-13
2022-03-31	$1,028,294	12,139	-11.0%	Shares	Sole	2022-04-06
2021-12-31	$1,273,990	13,646	-3.9%	Shares	Sole	2022-01-10
2021-09-30	$1,114,905	14,199	-14.0%	Shares	Sole	2021-10-06
2021-06-30	$1,209,559	16,506	-18.1%	Shares	Sole	2021-07-02
2021-03-31	$1,524,069	20,157	-38.1%	Shares	Sole	2021-04-05
2020-12-31	$2,512,466	32,566	+320.2%	Shares	Sole	2021-01-06
2020-09-30	$2,151,367	7,751	+3.8%	Shares	Sole	2020-10-08
2020-06-30	$1,793,108	7,466	-21.0%	Shares	Sole	2020-07-08
2020-03-31	$2,272,655	9,445	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.