Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,033,104
-$148,832 QoQ
Shares Held
23,164
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,177
of 3,000 holders
Holding Since
Mar 2020
15 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, 2026Arvest Bank Trust Division holds $16,908,718 across 12 Utilities - Regulated Electric names. NEE ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
35,706 | $2,580,472 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
26,941 | $2,186,531 | |
| 3 | DTE |
Dte Energy Co
|
13,684 | $2,085,031 | |
| 4 | NEE |
Nextera Energy Inc
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|
23,164 | $2,033,104 | |
| 5 | LNT |
Alliant Energy Corp
|
26,234 | $2,001,391 | |
| 6 | EIX |
Edison International
|
20,456 | $1,522,949 | |
| 7 | FE |
Firstenergy Corp
|
27,816 | $1,322,372 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
10,324 | $1,104,668 |
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,033,104 | 23,164 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,181,936 | 23,492 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,597,331 | 19,897 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,537,731 | 20,370 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,387,636 | 19,989 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $490,487 | 6,919 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $214,209 | 2,988 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $248,940 | 2,945 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $708,878 | 9,028 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,094,729 | 14,939 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $1,351,301 | 17,872 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,337,472 | 17,336 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,207,941 | 4,352 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $1,327,179 | 5,526 | Shares | Sole | 2020-08-21 | |
| 2020-03-31 | $1,366,240 | 5,678 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||