Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,716,759
-$931,180 QoQ
Shares Held
53,740
-11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#813
of 2,988 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, 2026EQUITABLE TRUST CO holds $28,318,559 across 11 Utilities - Regulated Electric names. NEE ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
66,089 | $5,476,794 | |
| 2 | ETR |
Entergy Corp /De/
|
41,666 | $4,785,756 | |
| 3 | NEE |
Nextera Energy Inc
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|
53,740 | $4,716,759 | |
| 4 | DUK |
Duke Energy CORP
|
27,190 | $3,441,710 | |
| 5 | SO |
Southern Co
|
27,472 | $2,629,344 | |
| 6 | AEP |
American Electric Power Co Inc
|
15,169 | $2,075,270 | |
| 7 | EIX |
Edison International
|
19,059 | $1,418,942 | |
| 8 | XEL |
Xcel Energy Inc
|
15,842 | $1,272,112 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,716,759 | 53,740 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,647,939 | 60,809 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,434,185 | 55,234 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,338,485 | 57,471 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,027,887 | 58,022 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,180,666 | 58,974 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,159,879 | 44,077 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,435,214 | 40,639 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,379,427 | 33,603 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,117,785 | 33,137 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,974,110 | 32,501 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,223,939 | 38,819 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,816,335 | 37,956 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,937,903 | 38,115 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,987,696 | 35,738 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $2,614,267 | 33,341 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,582,593 | 33,341 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,800,680 | 21,257 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,830,509 | 19,607 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,527,449 | 19,453 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,440,171 | 19,653 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,322,569 | 17,492 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,347,655 | 17,468 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,212,104 | 4,367 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,185,479 | 4,936 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $1,057,765 | 4,396 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||