Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,416,783
-$110,628 QoQ
Shares Held
16,142
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,412
of 2,999 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Trust holds $2,180,537 across 3 Utilities - Regulated Electric names. NEE ranks #1 (65.0% of the industry book) .
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,416,783 | 16,142 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,527,411 | 16,445 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,341,077 | 16,705 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,273,138 | 16,865 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $997,704 | 14,372 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,012,592 | 14,284 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,037,712 | 14,475 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,239,378 | 14,662 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,006,493 | 14,214 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $900,364 | 14,088 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $856,069 | 14,094 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $811,971 | 14,173 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,047,333 | 14,115 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,107,793 | 14,372 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,201,499 | 14,372 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||