Citizens Business Bank

Bank

Position in NEE — Nextera Energy Inc

CIK 1948632 ONTARIO, CA

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$214,597

-$61,720 QoQ

Shares Held

2,445

-17.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,679

of 2,997 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Citizens Business Bank holds $8,791,425 across 5 Utilities - Regulated Electric names. NEE ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	88,978	$6,076,306
2	ETR	Entergy Corp /De/	10,595	$1,216,940
3	SO	Southern Co	8,002	$765,870
4	DUK	Duke Energy CORP	4,090	$517,712
5	NEE	Nextera Energy Inc This page	2,445	$214,597

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,597	2,445	-17.8%	Shares	Other	2026-08-03
2026-03-31	$276,317	2,975	0.0%	Shares	Sole	2026-05-01
2025-12-31	$238,832	2,975	-9.2%	Shares	Defined	2026-02-02
2025-09-30	$247,228	3,275	0.0%	Shares	Defined	2025-11-12
2025-06-30	$227,349	3,275	+1.6%	Shares	Other	2025-07-29
2025-03-31	$228,619	3,225	+59.7%	Shares	Defined	2025-05-14
2024-12-31	$144,813	2,020	-37.4%	Shares	Other	2025-02-14
2024-12-31	$86,386	1,205	—	Principal	Defined	2025-02-14
2024-09-30	$272,608	3,225	-5.4%	Shares	Sole	2024-11-19
2024-06-30	$241,390	3,409	+5.7%	Shares	Sole	2024-08-05
2024-03-31	$206,108	3,225	-48.2%	Shares	Defined	2024-04-18
2023-09-30	$356,629	6,225	+13.2%	Shares	Sole	2023-11-03
2023-06-30	$408,100	5,500	-8.3%	Shares	Sole	2023-08-08
2023-03-31	$462,479	6,000	0.0%	Shares	Sole	2023-05-09
2022-12-31	$501,600	6,000	0.0%	Shares	Other	2023-02-08
2022-09-30	$470,459	6,000	-87.7%	Shares	Sole	2022-11-04
2022-06-30	$3,785,237	48,867	0.0%	Shares	Sole	2022-11-18
2022-03-31	$4,139,523	48,867	-0.6%	Shares	Sole	2022-11-18
2021-12-31	$4,589,484	49,159	+0.2%	Shares	Sole	2022-11-18
2021-09-30	$3,853,525	49,077	-20.2%	Shares	Sole	2022-11-18
2021-06-30	$4,506,133	61,492	0.0%	Shares	Other	2022-11-18
2021-03-31	$4,649,409	61,492	-1.6%	Shares	Sole	2022-11-18
2020-12-31	$4,821,257	62,492	+292.5%	Shares	Other	2022-11-18
2020-09-30	$4,419,587	15,923	-6.3%	Shares	Sole	2022-11-18
2020-06-30	$4,081,208	16,993	+1.6%	Shares	Other	2022-11-18
2020-03-31	$4,022,685	16,718	—	Shares	Sole	2022-11-18
No filing history on record for this holder in this stock.