Position in NEE
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$471,848
-$3,233 QoQ
Shares Held
5,322
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,108
of 2,993 holders
Holding Since
Dec 2023
11 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, 2026Trust Co of the South holds $3,084,164 across 4 Utilities - Regulated Electric names. NEE ranks #2 (15.3% 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 | $471,848 | 5,322 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $475,081 | 5,115 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $352,830 | 4,395 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $281,426 | 3,728 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $238,387 | 3,434 | Shares | Defined | 2025-07-03 | |
| 2025-03-31 | $244,995 | 3,456 | Shares | Defined | 2025-04-01 | |
| 2024-12-31 | $246,182 | 3,434 | Shares | Defined | 2025-01-02 | |
| 2024-09-30 | $290,275 | 3,434 | Shares | Defined | 2024-10-02 | |
| 2024-06-30 | $243,161 | 3,434 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $219,466 | 3,434 | Shares | Defined | 2024-04-10 | |
| 2023-12-31 | $424,632 | 6,991 | Shares | Defined | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||