Mechanics Bank Trust Department

Bank

Position in NEE — Nextera Energy Inc

CIK 1439743 Walnut Creek, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$853,211

+$97,633 QoQ

Shares Held

9,721

+19.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,690

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 3% None 0%

Utilities · as of Jun 30, 2026

Mechanics Bank Trust Department holds $4,666,141 across 4 Utilities - Regulated Electric names. NEE ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	21,723	$2,079,107
2	DUK	Duke Energy CORP	11,062	$1,400,227
3	NEE	Nextera Energy Inc This page	9,721	$853,211
4	D	Dominion Energy, Inc	4,885	$333,596

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$853,211	9,721	+19.5%	Shares	Other	2026-07-07
2026-03-31	$755,578	8,135	-3.0%	Shares	Sole	2026-04-09
2025-12-31	$673,147	8,385	-0.6%	Shares	Sole	2026-01-14
2025-09-30	$636,757	8,435	-21.7%	Shares	Sole	2025-10-22
2025-06-30	$747,791	10,772	+3.8%	Shares	Other	2025-07-14
2025-03-31	$735,766	10,379	+2.9%	Shares	Other	2025-04-09
2024-12-31	$723,136	10,087	+2.2%	Shares	Other	2025-01-16
2024-09-30	$834,056	9,867	-2.0%	Shares	Sole	2024-10-10
2024-06-30	$712,844	10,067	+9.8%	Shares	Other	2024-07-12
2024-03-31	$585,862	9,167	+0.9%	Shares	Sole	2024-04-12
2023-12-31	$551,640	9,082	-9.3%	Shares	Sole	2024-01-10
2023-09-30	$573,701	10,014	-2.2%	Shares	Other	2023-10-11
2023-06-30	$759,956	10,242	+16.5%	Shares	Other	2023-07-11
2023-03-31	$677,378	8,788	-6.5%	Shares	Other	2023-04-11
2022-12-31	$785,840	9,400	+4.3%	Shares	Other	2023-01-24
2022-09-30	$706,473	9,010	+2.4%	Shares	Other	2022-10-18
2022-06-30	$681,260	8,795	+6.1%	Shares	Sole	2022-07-13
2022-03-31	$702,245	8,290	+20.4%	Shares	Other	2022-05-02
2021-12-31	$642,783	6,885	+4.1%	Shares	Sole	2022-01-26
2021-09-30	$519,566	6,617	+14.5%	Shares	Other	2021-10-28
2021-06-30	$423,337	5,777	+16.7%	Shares	Sole	2021-07-29
2021-03-31	$374,420	4,952	+0.2%	Shares	Other	2021-04-30
2020-12-31	$381,275	4,942	+240.1%	Shares	Sole	2021-02-02
2020-09-30	$403,294	1,453	0.0%	Shares	Sole	2020-11-05
2020-06-30	$348,966	1,453	-19.2%	Shares	Sole	2020-07-24
2020-03-31	$432,633	1,798	—	Shares	Defined	2020-04-16
No filing history on record for this holder in this stock.