Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,253,811
-$1,039,384 QoQ
Shares Held
173,793
-0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#456
of 2,993 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. NEE ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
173,793 | $15,253,811 | |
| 2 | DUK |
Duke Energy CORP
|
32,348 | $4,094,609 | |
| 3 | SO |
Southern Co
|
31,311 | $2,996,775 | |
| 4 | ED |
Consolidated Edison Inc
|
24,035 | $2,658,992 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
17,931 | $2,093,802 | |
| 6 | D |
Dominion Energy, Inc
|
11,706 | $799,402 | |
| 7 | EXC |
Exelon Corp
|
14,800 | $689,976 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,678 | $541,986 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,253,811 | 173,793 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,293,195 | 175,422 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,219,675 | 177,126 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,616,810 | 180,379 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $12,762,103 | 183,839 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $12,822,866 | 180,884 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $13,476,357 | 187,981 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $16,425,193 | 194,312 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $14,041,268 | 198,295 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $12,467,818 | 195,084 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $12,626,570 | 207,879 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $12,381,800 | 216,125 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $16,514,545 | 222,568 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $17,320,338 | 224,706 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $18,950,698 | 226,683 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $18,131,606 | 231,241 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $18,117,894 | 233,900 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $20,198,421 | 238,442 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $21,625,910 | 231,640 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $18,596,833 | 236,842 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $18,005,995 | 245,715 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $18,753,623 | 248,031 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $19,181,033 | 248,620 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $17,287,547 | 62,284 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $15,435,004 | 64,267 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $15,720,185 | 65,332 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||