Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,311,086
-$318,889 QoQ
Shares Held
49,118
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#851
of 2,997 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Colonial Trust Co / SC holds $15,721,516 across 24 Utilities - Regulated Electric names. NEE ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
57,913 | $7,330,627 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
49,118 | $4,311,086 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
21,044 | $2,457,307 | |
| 4 | SO |
Southern Co
|
3,558 | $340,536 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,042 | $279,366 | |
| 6 | D |
Dominion Energy, Inc
|
3,538 | $241,610 | |
| 7 | XEL |
Xcel Energy Inc
|
2,745 | $220,423 | |
| 8 | CMS |
Cms Energy Corp
|
2,022 | $154,683 |
All Filings in NEE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,311,086 | 49,118 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,629,975 | 49,849 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,053,016 | 50,486 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,716,825 | 49,236 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,416,921 | 49,221 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,323,464 | 46,882 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,566,219 | 49,745 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,033,856 | 47,721 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,997,174 | 42,327 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,468,523 | 38,625 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,136,165 | 35,169 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,479,113 | 25,818 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $506,044 | 6,820 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $519,750 | 6,743 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $494,995 | 5,921 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $464,265 | 5,921 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||