Community Financial Services Group, LLC
Position in NEE — Nextera Energy Inc
CIK 1537319
NEWPORT, VT
Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$8,172,791
-$115,262 QoQ
Shares Held
93,116
+4.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#643
of 3,000 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Community Financial Services Group, LLC holds $15,125,059 across 15 Utilities - Regulated Electric names. NEE ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
93,116 | $8,172,791 | |
| 2 | AEP |
American Electric Power Co Inc
|
44,632 | $6,106,103 | |
| 3 | DUK |
Duke Energy CORP
|
4,173 | $528,217 | |
| 4 | SO |
Southern Co
|
1,401 | $134,089 | |
| 5 | LNT |
Alliant Energy Corp
|
754 | $57,521 | |
| 6 | FTS |
Fortis Inc.
|
968 | $55,398 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
313 | $25,403 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
153 | $17,865 |
All Filings in NEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,172,791 | 93,116 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $8,288,053 | 89,234 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $6,849,729 | 85,323 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,523,241 | 86,412 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,829,474 | 83,974 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,855,726 | 82,603 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,520,416 | 77,004 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,323,604 | 74,809 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,285,753 | 74,647 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,528,086 | 70,851 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $696,875 | 12,164 | Shares | Sole | 2023-11-07 | |
| 2021-06-30 | $585,067 | 7,984 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $603,670 | 7,984 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $615,965 | 7,984 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $554,009 | 1,996 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $479,379 | 1,996 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $582,300 | 2,420 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||