Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$190,811
-$11,388 QoQ
Shares Held
2,174
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,740
of 2,993 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CNB Bank holds $1,132,307 across 15 Utilities - Regulated Electric names. NEE ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,641 | $334,297 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,174 | $190,811 | |
| 3 | AEP |
American Electric Power Co Inc
|
700 | $95,767 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
715 | $76,505 | |
| 5 | AEE |
Ameren Corp
|
591 | $66,806 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
564 | $65,858 | |
| 7 | SO |
Southern Co
|
653 | $62,498 | |
| 8 | D |
Dominion Energy, Inc
|
715 | $48,827 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,811 | 2,174 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $202,199 | 2,177 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $184,322 | 2,296 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $169,096 | 2,240 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $67,267 | 969 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $68,763 | 970 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $69,539 | 970 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $82,078 | 971 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $68,756 | 971 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $55,665 | 871 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $52,783 | 869 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $49,785 | 869 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $68,189 | 919 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,399 | 96 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,012 | 48 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,763 | 48 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,718 | 48 | Shares | Sole | 2022-08-19 | |
| 2022-03-31 | $6,776 | 80 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $4,481 | 48 | Shares | Sole | 2022-01-31 | |
| 2020-06-30 | $2,882 | 12 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $14,918 | 62 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||