Old North State Trust, LLC

Position in NEE — Nextera Energy Inc

CIK 1760444 GREENSBORO, NC

Position in NEE

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$241,718

-$9,243 QoQ

Shares Held

2,754

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,578

of 3,000 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Old North State Trust, LLC holds $7,291,285 across 4 Utilities - Regulated Electric names. NEE ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	31,580	$3,997,396
2	SO	Southern Co	29,202	$2,794,923
3	D	Dominion Energy, Inc	3,767	$257,248
4	NEE	Nextera Energy Inc This page	2,754	$241,718

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,718	2,754	+1.9%	Shares	Sole	2026-08-17
2026-03-31	$250,961	2,702	-2.2%	Shares	Sole	2026-05-13
2025-12-31	$221,813	2,763	-12.6%	Shares	Sole	2026-03-24
2025-09-30	$238,699	3,162	0.0%	Shares	Sole	2025-11-20
2025-06-30	$219,506	3,162	0.0%	Shares	Sole	2025-08-18
2025-03-31	$224,154	3,162	0.0%	Shares	Sole	2025-06-23
2024-12-31	$226,683	3,162	-43.7%	Shares	Sole	2025-03-10
2024-09-30	$474,382	5,612	+5.0%	Shares	Sole	2024-11-29
2024-06-30	$378,337	5,343	0.0%	Shares	Sole	2024-08-19
2024-03-31	$341,471	5,343	-13.0%	Shares	Sole	2024-05-15
2023-09-30	$351,932	6,143	-2.6%	Shares	Sole	2023-11-15
2023-06-30	$467,756	6,304	0.0%	Shares	Sole	2023-08-22
2023-03-31	$485,912	6,304	0.0%	Shares	Sole	2023-05-24
2022-12-31	$527,014	6,304	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$499,001	6,364	+105966.7%	Shares	Sole	2022-11-08
2022-06-30	$464	6	0.0%	Shares	Sole	2022-08-12
2022-03-31	$508	6	-99.9%	Shares	Sole	2022-05-02
2021-12-31	$596,477	6,389	+9.7%	Shares	Sole	2022-01-25
2021-09-30	$457,300	5,824	0.0%	Shares	Sole	2021-11-02
2021-06-30	$426,782	5,824	-9.3%	Shares	Sole	2021-07-28
2021-03-31	$485,718	6,424	0.0%	Shares	Sole	2021-05-12
2020-12-31	$495,611	6,424	+279.4%	Shares	Sole	2021-02-08
2020-09-30	$469,909	1,693	-2.9%	Shares	Sole	2020-10-13
2020-06-30	$418,856	1,744	-4.4%	Shares	Sole	2020-07-10
2020-03-31	$438,890	1,824	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.