Citizens National Bank Trust Department
BankPosition in NEE — Nextera Energy Inc
CIK 1806425
MERIDIAN, MS
Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,205,917
-$420,088 QoQ
Shares Held
82,100
-0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#680
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 32%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Citizens National Bank Trust Department holds $15,817,681 across 10 Utilities - Regulated Electric names. NEE ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
82,100 | $7,205,917 | |
| 2 | AEP |
American Electric Power Co Inc
|
27,024 | $3,697,153 | |
| 3 | SO |
Southern Co
|
37,347 | $3,574,481 | |
| 4 | DTE |
Dte Energy Co
|
3,267 | $497,792 | |
| 5 | DUK |
Duke Energy CORP
|
2,592 | $328,095 | |
| 6 | D |
Dominion Energy, Inc
|
4,798 | $327,655 | |
| 7 | EXC |
Exelon Corp
|
1,650 | $76,923 | |
| 8 | ED |
Consolidated Edison Inc
|
660 | $73,015 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,205,917 | 82,100 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $7,626,005 | 82,106 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,682,426 | 83,239 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,278,201 | 83,166 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,507,158 | 79,331 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,616,047 | 79,222 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,422,058 | 75,632 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,473,476 | 76,582 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,451,095 | 76,982 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,871,667 | 76,227 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,320,679 | 71,134 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,003,081 | 69,874 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,052,574 | 68,094 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,112,253 | 66,324 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,616,582 | 67,184 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,355,324 | 68,299 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,435,987 | 70,178 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,570,526 | 42,150 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,527,140 | 37,780 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,000,388 | 63,683 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $4,692,338 | 64,033 | Shares | Other | 2021-08-05 | |
| 2021-03-31 | $4,805,998 | 63,563 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $4,596,442 | 59,578 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $4,130,647 | 14,882 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $3,329,236 | 13,862 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $3,509,923 | 14,587 | Shares | Other | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||