Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$320,360
-$23,481 QoQ
Shares Held
3,650
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#2,365
of 2,988 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dakota Community Bank & Trust NA holds $693,409 across 4 Utilities - Regulated Electric names. NEE ranks #1 (46.2% of the industry book) .
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,360 | 3,650 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $343,841 | 3,702 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $303,859 | 3,785 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $268,819 | 3,561 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $165,566 | 2,385 | Shares | Sole | 2025-09-23 | |
| 2025-03-31 | $113,353 | 1,599 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $93,698 | 1,307 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $113,692 | 1,345 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,602 | 65 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||