Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,586,442
-$40,815 QoQ
Shares Held
18,075
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,352
of 2,999 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cetera Trust Company, N.A holds $1,790,312 across 5 Utilities - Regulated Electric names. NEE ranks #1 (88.6% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,586,442 | 18,075 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,627,257 | 17,520 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $451,896 | 5,629 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $385,300 | 5,104 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $354,319 | 5,104 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $361,822 | 5,104 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $365,905 | 5,104 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $414,535 | 4,904 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $347,252 | 4,904 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $313,414 | 4,904 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $310,016 | 5,104 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||