Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,411,480
-$125,072 QoQ
Shares Held
27,475
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,088
of 2,993 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $35,920,502 across 13 Utilities - Regulated Electric names. NEE ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
127,955 | $11,059,150 | |
| 2 | FE |
Firstenergy Corp
|
207,782 | $9,877,956 | |
| 3 | D |
Dominion Energy, Inc
|
107,566 | $7,345,682 | |
| 4 | NEE |
Nextera Energy Inc
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|
27,475 | $2,411,480 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
22,874 | $1,856,453 | |
| 6 | SO |
Southern Co
|
10,610 | $1,015,483 | |
| 7 | DUK |
Duke Energy CORP
|
3,348 | $423,789 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,898 | $396,475 |
All Filings in NEE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,411,480 | 27,475 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,536,552 | 27,310 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,243,023 | 27,940 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,264,775 | 30,001 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,256,983 | 32,512 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,525,881 | 35,631 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,763,721 | 38,551 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,816,614 | 45,151 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,193,247 | 45,096 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,757,588 | 43,148 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,589,285 | 42,629 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,742,644 | 47,873 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,392,288 | 18,764 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,461,359 | 18,959 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,592,998 | 19,055 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $298,585 | 3,808 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $324,170 | 4,185 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $350,360 | 4,136 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||