Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,020,598
-$471,606 QoQ
Shares Held
91,382
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#650
of 2,997 holders
Holding Since
Mar 2020
26 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, 2026Colonial Trust Advisors holds $27,517,878 across 16 Utilities - Regulated Electric names. NEE ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
135,471 | $17,147,919 | |
| 2 | NEE |
Nextera Energy Inc
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|
91,382 | $8,020,598 | |
| 3 | SO |
Southern Co
|
6,461 | $618,382 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
4,372 | $510,518 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,074 | $420,553 | |
| 6 | D |
Dominion Energy, Inc
|
3,290 | $224,674 | |
| 7 | XEL |
Xcel Energy Inc
|
1,795 | $144,138 | |
| 8 | ETR |
Entergy Corp /De/
|
1,220 | $140,129 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,020,598 | 91,382 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,492,204 | 91,432 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,126,696 | 88,773 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,563,327 | 86,943 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,976,853 | 86,097 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,028,556 | 85,041 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,610,961 | 78,267 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,555,132 | 77,548 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,250,986 | 74,156 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,483,158 | 70,148 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,851,158 | 63,404 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,296,810 | 57,546 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,518,132 | 20,460 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,654,676 | 21,467 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,798,821 | 21,517 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,884,662 | 24,036 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,794,903 | 23,172 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,962,815 | 23,171 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,144,012 | 22,965 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,803,211 | 22,965 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,851,858 | 25,271 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,092,204 | 27,671 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,144,770 | 27,800 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,959,573 | 7,060 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,719,617 | 7,160 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,722,839 | 7,160 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||