Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,734,422
-$6,706 QoQ
Shares Held
19,761
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,290
of 2,988 holders
Holding Since
Dec 2021
19 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, 2026United Community Bank holds $4,503,870 across 13 Utilities - Regulated Electric names. NEE ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
14,888 | $1,884,523 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
19,761 | $1,734,422 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,278 | $448,463 | |
| 4 | SO |
Southern Co
|
3,065 | $293,351 | |
| 5 | ED |
Consolidated Edison Inc
|
604 | $66,820 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
540 | $43,826 | |
| 7 | DTE |
Dte Energy Co
|
144 | $21,941 | |
| 8 | ETR |
Entergy Corp /De/
|
30 | $3,445 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,734,422 | 19,761 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,741,128 | 18,746 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,598,294 | 19,909 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,505,044 | 19,937 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $902,876 | 13,006 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $1,021,666 | 14,412 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $974,338 | 13,591 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,071,924 | 12,681 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,058,538 | 14,949 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $1,040,646 | 16,283 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $935,699 | 15,405 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $888,166 | 15,503 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $66,780 | 900 | Shares | Defined | 2024-02-13 | |
| 2023-03-31 | $69,372 | 900 | Shares | Defined | 2024-02-13 | |
| 2022-12-31 | $102,911 | 1,231 | Shares | Defined | 2024-02-13 | |
| 2022-09-30 | $70,569 | 900 | Shares | Defined | 2024-02-13 | |
| 2022-06-30 | $69,714 | 900 | Shares | Defined | 2024-02-13 | |
| 2022-03-31 | $83,015 | 980 | Shares | Defined | 2024-02-13 | |
| 2021-12-31 | $91,492 | 980 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||