Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,902,414
-$331,907 QoQ
Shares Held
21,675
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,222
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 14%
None 3%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHICAGO TRUST Co NA holds $11,369,924 across 14 Utilities - Regulated Electric names. NEE ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
34,192 | $2,775,021 | |
| 2 | NEE |
Nextera Energy Inc
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|
21,675 | $1,902,414 | |
| 3 | ED |
Consolidated Edison Inc
|
14,700 | $1,626,261 | |
| 4 | DUK |
Duke Energy CORP
|
9,865 | $1,248,711 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
7,154 | $835,372 | |
| 6 | SO |
Southern Co
|
5,478 | $524,299 | |
| 7 | DTE |
Dte Energy Co
|
3,384 | $515,619 | |
| 8 | AEE |
Ameren Corp
|
3,866 | $437,012 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,902,414 | 21,675 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,234,321 | 24,056 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,019,201 | 25,152 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,990,066 | 26,362 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,713,423 | 24,682 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,329,470 | 18,754 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,428,781 | 19,930 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,847,655 | 21,858 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,405,790 | 19,853 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,238,319 | 19,376 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $924,279 | 15,217 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $923,285 | 16,116 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,218,438 | 16,421 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,247,770 | 16,188 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,439,340 | 17,217 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,404,557 | 17,913 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,472,126 | 19,005 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,502,161 | 17,733 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,507,109 | 16,143 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,223,655 | 15,584 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,044,898 | 14,259 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,072,375 | 14,183 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,166,508 | 15,120 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,063,887 | 3,833 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,398,749 | 5,824 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,160,750 | 4,824 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||