Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,937,047
-$158,921 QoQ
Shares Held
33,463
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,009
of 3,000 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Blue Trust, Inc. holds $24,738,490 across 34 Utilities - Regulated Electric names. NEE ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
87,376 | $8,362,756 | |
| 2 | DUK |
Duke Energy CORP
|
32,213 | $4,077,521 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
33,463 | $2,937,047 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
10,717 | $1,251,423 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,548 | $1,032,641 | |
| 6 | D |
Dominion Energy, Inc
|
13,704 | $935,846 | |
| 7 | LNT |
Alliant Energy Corp
|
11,012 | $840,104 | |
| 8 | NGG |
National Grid PLC
|
7,797 | $646,137 |
All Filings in NEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,937,047 | 33,463 | Shares | Other | 2026-07-21 | |
| 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 | $1,740 | 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. | ||||||