Avalon Trust Co

Bank

Position in NEE — Nextera Energy Inc

CIK 1798150 SANTA FE, NM

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$711,551

-$41,427 QoQ

Shares Held

8,107

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,788

of 2,988 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avalon Trust Co holds $31,916,464 across 13 Utilities - Regulated Electric names. NEE ranks #3 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMS	Cms Energy Corp	292,774	$22,397,211
2	ETR	Entergy Corp /De/	68,670	$7,887,436
3	NEE	Nextera Energy Inc This page	8,107	$711,551
4	AEP	American Electric Power Co Inc	1,432	$195,911
5	D	Dominion Energy, Inc	2,080	$142,043
6	XEL	Xcel Energy Inc	1,509	$121,172
7	DUK	Duke Energy CORP	800	$101,264
8	WEC	Wec Energy Group, Inc.	666	$77,768

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$711,551	8,107	0.0%	Shares	Sole	2026-08-06
2026-03-31	$752,978	8,107	+12.8%	Shares	Sole	2026-05-06
2025-12-31	$576,972	7,187	-18.4%	Shares	Sole	2026-02-09
2025-09-30	$664,915	8,808	+10.7%	Shares	Sole	2025-11-10
2025-06-30	$552,166	7,954	-67.7%	Shares	Sole	2025-08-08
2025-03-31	$1,748,360	24,663	-7.1%	Shares	Sole	2025-05-09
2024-12-31	$1,903,656	26,554	0.0%	Shares	Sole	2025-02-10
2024-09-30	$2,244,609	26,554	-3.6%	Shares	Sole	2024-11-13
2024-06-30	$1,951,098	27,554	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,760,976	27,554	0.0%	Shares	Sole	2024-05-07
2023-12-31	$1,673,629	27,554	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$1,572,839	27,454	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$2,054,152	27,684	0.0%	Shares	Sole	2023-08-09
2023-03-31	$2,133,882	27,684	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.