Position in NEE
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,095,968
+$33,528 QoQ
Shares Held
33,333
-12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 33.993339933399334.ToString("F0")%
Shared 0.ToString("F0")%
None 66.00666006660066.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Blue Trust, Inc. holds $25,980,446 across 35 Utilities - Regulated Electric names. NEE ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
87,366 | $8,432,565 | |
| 2 | DUK |
Duke Energy CORP
|
34,265 | $4,486,658 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
33,333 | $3,095,968 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
11,351 | $1,314,104 | |
| 5 | D |
Dominion Energy, Inc
|
14,930 | $922,972 | |
| 6 | LNT |
Alliant Energy Corp
|
11,878 | $852,364 | |
| 7 | NGG |
National Grid PLC
|
7,962 | $673,584 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
7,878 | $637,723 |
All Filings in NEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,095,968 | 33,333 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $3,062,440 | 38,147 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $3,292,948 | 43,621 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $2,912,307 | 41,952 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $2,973,905 | 41,951 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $2,683,570 | 37,433 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,116,958 | 36,874 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $1,834,898 | 25,913 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $1,387,932 | 21,717 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $1,289,388 | 21,228 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $1,344,080 | 23,461 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $1,394,959 | 18,800 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $2,501,785 | 32,457 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,874,775 | 46,349 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $2,978,795 | 37,990 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $2,767,800 | 35,732 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||