Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,842,709
-$292,997 QoQ
Shares Held
55,175
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#806
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, 2026Community Bank, N.A. holds $16,476,335 across 12 Utilities - Regulated Electric names. NEE ranks #3 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
41,158 | $5,630,825 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
62,002 | $5,032,082 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
55,175 | $4,842,709 | |
| 4 | ED |
Consolidated Edison Inc
|
2,600 | $287,638 | |
| 5 | EIX |
Edison International
|
2,877 | $214,192 | |
| 6 | SO |
Southern Co
|
1,750 | $167,492 | |
| 7 | EXC |
Exelon Corp
|
2,650 | $123,543 | |
| 8 | NGG |
National Grid PLC
|
768 | $63,644 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,842,709 | 55,175 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,135,706 | 55,294 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,620,916 | 57,560 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,382,949 | 58,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,058,640 | 58,465 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,035,908 | 56,932 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,913,054 | 54,583 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,695,049 | 55,543 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,880,599 | 54,803 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,476,894 | 54,403 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,180,224 | 52,358 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,137,601 | 54,767 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,022,901 | 54,217 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,429,941 | 57,472 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,865,269 | 58,197 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,605,253 | 58,733 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $4,589,426 | 59,249 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,905,894 | 57,914 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,460,999 | 58,494 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $4,691,884 | 59,754 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,312,454 | 58,849 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,031,071 | 53,314 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,997,835 | 51,819 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,650,190 | 13,151 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,234,128 | 13,466 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $3,250,775 | 13,510 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||