Global Trust Asset Management, LLC
Position in NEE — Nextera Energy Inc
CIK 1729672
PALM BEACH GARDENS, FL
Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,357,532
+$749,717 QoQ
Shares Held
72,434
+20.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#721
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Trust Asset Management, LLC holds $7,150,494 across 10 Utilities - Regulated Electric names. NEE ranks #1 (88.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
72,434 | $6,357,532 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,472 | $338,194 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
2,168 | $175,954 | |
| 4 | DUK |
Duke Energy CORP
|
1,295 | $163,921 | |
| 5 | SO |
Southern Co
|
663 | $63,455 | |
| 6 | LNT |
Alliant Energy Corp
|
500 | $38,145 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
37 | $4,320 | |
| 8 | AEE |
Ameren Corp
|
32 | $3,617 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,357,532 | 72,434 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,607,815 | 60,377 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,738,446 | 59,024 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,353,492 | 44,423 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,029,141 | 43,635 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,006,870 | 42,416 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,686,299 | 51,420 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,626,411 | 54,731 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,661,160 | 51,704 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,293,665 | 51,536 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,191,522 | 52,544 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,017,521 | 52,671 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,933,935 | 53,018 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,091,483 | 53,081 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,348,537 | 52,016 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,953,432 | 50,420 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,190,586 | 54,100 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $5,889,886 | 69,530 | Shares | Defined | 2022-04-15 | |
| 2021-12-31 | $6,191,168 | 66,315 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,543,746 | 70,603 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,709,851 | 64,272 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,727,665 | 62,527 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $4,898,021 | 63,487 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,706,306 | 16,956 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,851,365 | 16,036 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $3,858,581 | 16,036 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||