Position in NEE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$8,265,651
-$432,281 QoQ
Shares Held
94,174
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#642
of 3,000 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, 2026Somerset Trust Co holds $15,717,357 across 3 Utilities - Regulated Electric names. NEE ranks #1 (52.6% of the industry book) .
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,265,651 | 94,174 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $8,697,932 | 93,647 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $7,392,583 | 92,085 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,857,360 | 90,838 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,235,720 | 89,826 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $6,359,470 | 89,709 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $6,112,575 | 85,264 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,987,925 | 82,668 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,888,488 | 83,159 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $5,270,018 | 82,460 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,880,215 | 80,346 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $4,800,442 | 83,792 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $6,222,857 | 83,866 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $6,656,088 | 86,353 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $7,528,180 | 90,050 | Shares | Other | 2023-01-03 | |
| 2022-09-30 | $7,144,405 | 91,116 | Shares | Other | 2022-10-03 | |
| 2022-06-30 | $7,022,445 | 90,659 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $7,665,915 | 90,496 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $8,548,507 | 91,565 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $7,042,301 | 89,688 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $6,390,601 | 87,208 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $6,604,532 | 87,350 | Shares | Sole | 2021-04-07 | |
| 2020-12-31 | $6,731,954 | 87,258 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,132,410 | 22,094 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $5,225,137 | 21,756 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,059,275 | 21,026 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||