Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,636,662
-$710,122 QoQ
Shares Held
41,434
-11.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#917
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Independence Bank of Kentucky holds $5,548,068 across 13 Utilities - Regulated Electric names. NEE ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
41,434 | $3,636,662 | |
| 2 | DUK |
Duke Energy CORP
|
5,532 | $700,240 | |
| 3 | SO |
Southern Co
|
4,264 | $408,107 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,965 | $268,831 | |
| 5 | D |
Dominion Energy, Inc
|
1,701 | $116,161 | |
| 6 | EXC |
Exelon Corp
|
2,031 | $94,685 | |
| 7 | FE |
Firstenergy Corp
|
1,710 | $81,293 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
656 | $76,601 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,636,662 | 41,434 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,346,784 | 46,800 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,120,852 | 51,331 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,228,345 | 56,012 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,760,064 | 54,164 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,844,435 | 54,231 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,679,704 | 51,328 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,618,888 | 54,642 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,453,828 | 48,776 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,177,733 | 49,722 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,794,951 | 46,015 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,693,435 | 29,559 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $805,441 | 10,855 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $829,072 | 10,756 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $708,593 | 8,476 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $664,603 | 8,476 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $733,391 | 9,468 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $799,492 | 9,438 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $714,950 | 7,658 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $639,780 | 8,148 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $572,903 | 7,818 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $591,118 | 7,818 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $583,871 | 7,568 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $552,899 | 1,992 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $325,670 | 1,356 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $326,280 | 1,356 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||