Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,180,045
-$975,816 QoQ
Shares Held
47,625
-14.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#861
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Diversified Trust Co holds $18,985,258 across 15 Utilities - Regulated Electric names. NEE ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
47,625 | $4,180,045 | |
| 2 | ED |
Consolidated Edison Inc
|
19,826 | $2,193,350 | |
| 3 | PCG |
PG&E Corp
|
129,071 | $2,170,974 | |
| 4 | POR |
Portland General Electric Co /Or/
|
34,426 | $1,784,299 | |
| 5 | SO |
Southern Co
|
18,110 | $1,733,308 | |
| 6 | DUK |
Duke Energy CORP
|
12,644 | $1,600,477 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,340 | $1,277,805 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
13,174 | $1,069,201 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,180,045 | 47,625 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,155,861 | 55,511 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,631,144 | 45,231 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,413,037 | 31,965 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,518,765 | 36,283 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,654,121 | 37,440 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,326,626 | 32,454 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,603,693 | 30,802 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,939,131 | 27,385 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,718,922 | 26,896 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,786,082 | 45,869 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,872,921 | 50,147 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $3,390,940 | 45,700 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,553,310 | 46,099 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,471,573 | 41,526 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,246,368 | 28,649 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,377,858 | 17,788 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,474,631 | 17,408 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,636,134 | 17,525 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,460,314 | 18,598 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $1,219,745 | 16,645 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,813,203 | 23,981 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,600,245 | 20,742 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,488,831 | 5,364 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $891,270 | 3,711 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $1,018,785 | 4,234 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||