Position in NEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$303,947
+$8,589 QoQ
Shares Held
3,463
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,413
of 3,009 holders
Holding Since
Sep 2020
10 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, 2026First Citizens Financial Corp holds $1,120,995 across 4 Utilities - Regulated Electric names. NEE ranks #2 (27.1% of the industry book) .
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,947 | 3,463 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $295,358 | 3,180 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $245,417 | 3,251 | Shares | Sole | 2025-10-03 | |
| 2022-03-31 | $214,062 | 2,527 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $235,920 | 2,527 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $204,309 | 2,602 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $291,214 | 3,974 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $320,435 | 4,238 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $224,969 | 2,916 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $202,341 | 729 | Shares | Sole | 2020-10-16 | |
| No filing history on record for this holder in this stock. | ||||||