FARMERS & MERCHANTS TRUST Co OF LONG BEACH

Bank

Position in NEE — Nextera Energy Inc

CIK 1737090 LONG BEACH, CA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$306,931

-$15,919 QoQ

Shares Held

3,497

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,401

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, 2026

FARMERS & MERCHANTS TRUST Co OF LONG BEACH holds $2,533,630 across 5 Utilities - Regulated Electric names. NEE ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	13,819	$1,322,616
2	IDA	Idacorp Inc	2,237	$338,458
3	NEE	Nextera Energy Inc This page	3,497	$306,931
4	EIX	Edison International	4,070	$303,011
5	WEC	Wec Energy Group, Inc.	2,249	$262,614

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,931	3,497	+0.6%	Shares	Sole	2026-08-05
2026-03-31	$322,850	3,476	-1.7%	Shares	Sole	2026-04-16
2025-12-31	$283,949	3,537	-62.2%	Shares	Sole	2026-01-29
2025-09-30	$707,189	9,368	-23.9%	Shares	Sole	2025-10-27
2025-06-30	$854,490	12,309	+54.7%	Shares	Sole	2025-07-17
2025-03-31	$564,070	7,957	0.0%	Shares	Sole	2025-04-17
2024-12-31	$570,437	7,957	0.0%	Shares	Sole	2025-01-15
2024-09-30	$672,605	7,957	-0.6%	Shares	Sole	2024-10-10
2024-06-30	$566,692	8,003	-0.7%	Shares	Sole	2024-08-07
2024-03-31	$514,922	8,057	-4.3%	Shares	Sole	2024-04-18
2023-12-31	$511,247	8,417	-4.6%	Shares	Sole	2024-01-25
2023-09-30	$505,698	8,827	-4.2%	Shares	Sole	2023-10-20
2023-06-30	$683,530	9,212	+0.9%	Shares	Sole	2023-07-25
2023-03-31	$703,508	9,127	+0.5%	Shares	Sole	2023-04-24
2022-12-31	$759,338	9,083	0.0%	Shares	Sole	2023-02-06
2022-09-30	$712,197	9,083	0.0%	Shares	Sole	2022-10-19
2022-06-30	$703,568	9,083	-4.1%	Shares	Sole	2022-07-26
2022-03-31	$802,288	9,471	0.0%	Shares	Sole	2022-04-22
2021-12-31	$884,211	9,471	+8.2%	Shares	Sole	2022-01-28
2021-09-30	$687,285	8,753	0.0%	Shares	Sole	2021-10-14
2021-06-30	$641,419	8,753	+31.9%	Shares	Sole	2021-07-12
2021-03-31	$501,747	6,636	0.0%	Shares	Sole	2021-04-12
2020-12-31	$511,966	6,636	+322.4%	Shares	Sole	2021-01-12
2020-09-30	$436,046	1,571	+3.3%	Shares	Sole	2020-11-13
2020-06-30	$365,298	1,521	0.0%	Shares	Sole	2020-07-30
2020-03-31	$365,982	1,521	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.