Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,160,933
+$8,571 QoQ
Shares Held
13,227
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,520
of 3,000 holders
Holding Since
Dec 2020
23 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, 2026American State Bank (Iowa) holds $6,245,364 across 7 Utilities - Regulated Electric names. NEE ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
16,865 | $1,865,774 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
13,227 | $1,160,933 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,584 | $1,119,123 | |
| 4 | XEL |
Xcel Energy Inc
|
8,954 | $719,006 | |
| 5 | AEE |
Ameren Corp
|
5,282 | $597,077 | |
| 6 | ES |
Eversource Energy
|
5,436 | $392,859 | |
| 7 | SO |
Southern Co
|
4,081 | $390,592 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,933 | 13,227 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,152,362 | 12,407 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $973,234 | 12,123 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $890,932 | 11,802 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $817,212 | 11,772 | Shares | Sole | 2026-04-14 | |
| 2025-03-31 | $802,333 | 11,318 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $543,983 | 7,588 | Shares | Sole | 2026-04-14 | |
| 2024-09-30 | $543,950 | 6,435 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $455,662 | 6,435 | Shares | Sole | 2026-04-14 | |
| 2024-03-31 | $411,260 | 6,435 | Shares | Sole | 2026-04-14 | |
| 2023-12-31 | $402,281 | 6,623 | Shares | Sole | 2026-04-14 | |
| 2023-09-30 | $368,661 | 6,435 | Shares | Sole | 2026-04-14 | |
| 2023-06-30 | $477,477 | 6,435 | Shares | Sole | 2026-04-14 | |
| 2023-03-31 | $496,009 | 6,435 | Shares | Sole | 2026-04-14 | |
| 2022-12-31 | $537,966 | 6,435 | Shares | Sole | 2026-04-14 | |
| 2022-09-30 | $506,842 | 6,464 | Shares | Sole | 2026-04-14 | |
| 2022-06-30 | $500,701 | 6,464 | Shares | Sole | 2026-04-14 | |
| 2022-03-31 | $547,565 | 6,464 | Shares | Sole | 2026-04-14 | |
| 2021-12-31 | $603,479 | 6,464 | Shares | Sole | 2026-04-14 | |
| 2021-09-30 | $507,553 | 6,464 | Shares | Sole | 2026-04-14 | |
| 2021-06-30 | $473,681 | 6,464 | Shares | Sole | 2026-04-14 | |
| 2021-03-31 | $488,743 | 6,464 | Shares | Sole | 2026-04-14 | |
| 2020-12-31 | $498,697 | 6,464 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||