Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,201,307
-$74,864 QoQ
Shares Held
13,687
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,504
of 3,000 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Exchange Bank holds $1,795,892 across 3 Utilities - Regulated Electric names. NEE ranks #1 (66.9% of the industry book) .
All Filings in NEE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,307 | 13,687 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,276,171 | 13,740 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,103,047 | 13,740 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,034,665 | 13,706 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $951,400 | 13,705 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $973,319 | 13,730 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $980,289 | 13,674 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,155,439 | 13,669 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $972,362 | 13,732 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $879,592 | 13,763 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $847,808 | 13,958 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $803,720 | 14,029 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,028,263 | 13,858 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||