Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,397,137
-$608,869 QoQ
Shares Held
38,705
-10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#944
of 3,000 holders
Holding Since
Mar 2020
25 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, 2026Heritage Trust Co holds $9,857,690 across 8 Utilities - Regulated Electric names. NEE ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
38,705 | $3,397,137 | |
| 2 | ES |
Eversource Energy
|
39,939 | $2,886,391 | |
| 3 | D |
Dominion Energy, Inc
|
16,895 | $1,153,759 | |
| 4 | OGE |
Oge Energy Corp.
|
20,947 | $1,019,280 | |
| 5 | ED |
Consolidated Edison Inc
|
4,713 | $521,399 | |
| 6 | XEL |
Xcel Energy Inc
|
5,157 | $414,107 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,857 | $254,056 | |
| 8 | EXC |
Exelon Corp
|
4,538 | $211,561 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,397,137 | 38,705 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,006,006 | 43,131 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,465,767 | 43,171 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,187,337 | 42,222 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,779,784 | 40,043 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,843,610 | 40,113 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,010,979 | 42,000 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $2,297,996 | 32,453 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,783,216 | 27,902 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $1,515,705 | 24,954 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,258,661 | 21,970 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,625,053 | 21,901 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,461,359 | 18,959 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $1,517,506 | 18,152 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $1,436,392 | 18,319 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $1,304,735 | 16,844 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $1,426,854 | 16,844 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,572,554 | 16,844 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $1,331,227 | 16,954 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $1,245,832 | 17,001 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $1,525,808 | 20,180 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $6,135,584 | 79,528 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $5,721,066 | 20,612 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $5,124,026 | 21,335 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $5,073,472 | 21,085 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||