Position in NEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,763,825
+$105,174 QoQ
Shares Held
20,096
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,280
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Grove Bank & Trust holds $4,507,091 across 23 Utilities - Regulated Electric names. NEE ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
20,096 | $1,763,825 | |
| 2 | SO |
Southern Co
|
9,093 | $870,291 | |
| 3 | DUK |
Duke Energy CORP
|
3,342 | $423,030 | |
| 4 | NGG |
National Grid PLC
|
4,227 | $350,291 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,921 | $262,812 | |
| 6 | EXC |
Exelon Corp
|
3,992 | $186,107 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,685 | $136,754 | |
| 8 | D |
Dominion Energy, Inc
|
1,579 | $107,829 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,763,825 | 20,096 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $1,658,651 | 17,858 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $1,467,197 | 18,276 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $1,398,225 | 18,522 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $1,307,733 | 18,838 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $1,408,442 | 19,868 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $1,289,201 | 17,983 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $1,484,853 | 17,566 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,219,773 | 17,226 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $1,196,778 | 18,726 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,157,097 | 19,050 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,112,170 | 19,413 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $1,842,905 | 24,837 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $1,945,036 | 25,234 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,374,908 | 28,408 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $2,247,779 | 28,667 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,267,176 | 29,269 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,479,376 | 29,269 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,692,035 | 28,835 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,907,988 | 37,035 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,330,597 | 31,804 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,407,573 | 31,842 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,946,031 | 25,224 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,597,912 | 5,757 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,387,221 | 5,776 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,384,527 | 5,754 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||