Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,469,423
-$287,890 QoQ
Shares Held
50,922
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#837
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, 2026PLIMOTH TRUST CO LLC holds $15,048,130 across 11 Utilities - Regulated Electric names. NEE ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
50,922 | $4,469,423 | |
| 2 | DUK |
Duke Energy CORP
|
34,152 | $4,322,959 | |
| 3 | ED |
Consolidated Edison Inc
|
11,824 | $1,308,088 | |
| 4 | ETR |
Entergy Corp /De/
|
10,430 | $1,197,989 | |
| 5 | SO |
Southern Co
|
9,687 | $927,142 | |
| 6 | D |
Dominion Energy, Inc
|
10,360 | $707,483 | |
| 7 | EXC |
Exelon Corp
|
13,285 | $619,346 | |
| 8 | NGG |
National Grid PLC
|
7,397 | $612,988 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,469,423 | 50,922 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,757,313 | 51,220 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,395,329 | 54,750 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,303,306 | 57,005 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,972,211 | 57,220 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,991,674 | 56,308 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,137,444 | 57,713 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,837,144 | 57,224 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,247,961 | 59,991 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,716,941 | 58,159 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,293,383 | 54,221 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,816,203 | 49,157 | Shares | Defined | 2023-10-20 | |
| 2023-06-30 | $3,277,191 | 44,167 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,397,532 | 44,078 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,660,425 | 43,785 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,382,371 | 43,137 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,602,973 | 46,514 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,009,746 | 47,335 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,283,543 | 45,882 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,641,443 | 46,376 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,402,390 | 46,430 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,655,137 | 48,342 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,455,316 | 44,787 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,346,817 | 12,058 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,046,075 | 12,683 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,160,543 | 13,135 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||