Security National Bank

Bank

Position in NEE — Nextera Energy Inc

CIK 1719739 OMAHA, NE

Position in NEE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$9,880,970

+$450,586 QoQ

Shares Held

112,578

+10.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#579

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Security National Bank holds $12,374,041 across 5 Utilities - Regulated Electric names. NEE ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	112,578	$9,880,970
2	WEC	Wec Energy Group, Inc.	17,400	$2,031,798
3	MGEE	Mge Energy Inc	3,269	$266,554
4	AEP	American Electric Power Co Inc	1,294	$177,032
5	D	Dominion Energy, Inc	259	$17,687

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,880,970	112,578	+10.9%	Shares	Defined	2026-07-15
2026-03-31	$9,430,384	101,533	+2.1%	Shares	Defined	2026-04-16
2025-12-31	$7,983,845	99,450	+1.5%	Shares	Defined	2026-02-05
2025-09-30	$7,398,622	98,008	+5.5%	Shares	Defined	2025-10-20
2025-06-30	$6,447,034	92,870	+0.3%	Shares	Defined	2025-07-10
2025-03-31	$6,563,704	92,590	+1.7%	Shares	Defined	2025-04-23
2024-12-31	$6,526,585	91,039	-0.9%	Shares	Defined	2025-02-10
2024-09-30	$7,768,645	91,904	-0.5%	Shares	Defined	2024-10-07
2024-06-30	$6,540,932	92,373	+2.1%	Shares	Defined	2024-07-22
2024-03-31	$5,779,891	90,438	+5.0%	Shares	Defined	2024-04-15
2023-12-31	$5,230,260	86,109	+4.3%	Shares	Defined	2024-02-13
2023-09-30	$4,728,086	82,529	+2.5%	Shares	Sole	2023-10-20
2023-06-30	$5,974,509	80,519	-0.7%	Shares	Sole	2023-07-18
2023-03-31	$6,252,112	81,112	-5.2%	Shares	Sole	2023-04-17
2022-12-31	$7,150,391	85,531	+54.4%	Shares	Sole	2023-02-01
2022-09-30	$4,343,992	55,401	+4.5%	Shares	Sole	2022-10-18
2022-06-30	$4,105,380	53,000	-3.1%	Shares	Sole	2022-07-25
2022-03-31	$4,635,585	54,723	+1.9%	Shares	Sole	2022-04-25
2021-12-31	$5,015,952	53,727	+1.7%	Shares	Sole	2022-01-28
2021-09-30	$4,149,075	52,841	+0.4%	Shares	Sole	2021-10-14
2021-06-30	$3,855,334	52,611	+0.3%	Shares	Sole	2021-07-07
2021-03-31	$3,965,971	52,453	+4.4%	Shares	Sole	2021-04-05
2020-12-31	$3,876,093	50,241	+297.6%	Shares	Sole	2021-02-01
2020-09-30	$3,506,970	12,635	+3.5%	Shares	Sole	2020-10-19
2020-06-30	$2,932,235	12,209	+5.6%	Shares	Sole	2020-08-11
2020-03-31	$2,781,326	11,559	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.