Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,013,638
+$269,555 QoQ
Shares Held
21,680
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026National Philanthropic Trust holds $2,171,066 across 2 Utilities - Regulated Electric names. NEE ranks #1 (92.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
21,680 | $2,013,638 | |
| 2 | ELPC |
Energy Co Of Parana
|
13,185 | $157,428 |
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,013,638 | 21,680 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,744,083 | 21,725 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,636,623 | 21,680 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,429,357 | 20,590 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,286,653 | 18,150 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $1,335,584 | 18,630 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||