Position in NEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$387,855
+$825 QoQ
Shares Held
4,419
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,260
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, 2026Trust Co holds $2,065,914 across 17 Utilities - Regulated Electric names. NEE ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
9,695 | $837,938 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
4,419 | $387,855 | |
| 3 | SO |
Southern Co
|
2,962 | $283,493 | |
| 4 | EIX |
Edison International
|
2,223 | $165,502 | |
| 5 | DUK |
Duke Energy CORP
|
1,034 | $130,883 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
642 | $68,694 | |
| 7 | AEP |
American Electric Power Co Inc
|
327 | $44,736 | |
| 8 | ETR |
Entergy Corp /De/
|
312 | $35,836 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,855 | 4,419 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $387,030 | 4,167 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $312,048 | 3,887 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $292,750 | 3,878 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $174,244 | 2,510 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $177,933 | 2,510 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $154,850 | 2,160 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $182,584 | 2,160 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $160,030 | 2,260 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $144,436 | 2,260 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $137,272 | 2,260 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $450,299 | 7,860 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $590,632 | 7,960 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $181,908 | 2,360 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $209,668 | 2,508 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $185,047 | 2,360 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $190,551 | 2,460 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $208,386 | 2,460 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $229,665 | 2,460 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $193,159 | 2,460 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $187,596 | 2,560 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $193,561 | 2,560 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $207,070 | 2,684 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $177,638 | 640 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $153,708 | 640 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $153,996 | 640 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||