Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,799,991
-$1,068,984 QoQ
Shares Held
293,950
+1.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#349
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiduciary Trust Co holds $39,330,557 across 16 Utilities - Regulated Electric names. NEE ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
293,950 | $25,799,991 | |
| 2 | AEP |
American Electric Power Co Inc
|
23,267 | $3,183,157 | |
| 3 | ETR |
Entergy Corp /De/
|
22,297 | $2,561,032 | |
| 4 | SO |
Southern Co
|
12,781 | $1,223,268 | |
| 5 | CMS |
Cms Energy Corp
|
13,996 | $1,070,693 | |
| 6 | LNT |
Alliant Energy Corp
|
13,569 | $1,035,178 | |
| 7 | DUK |
Duke Energy CORP
|
7,727 | $978,082 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,802 | $677,498 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,799,991 | 293,950 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,868,975 | 289,287 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,943,108 | 298,245 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,383,932 | 309,762 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,093,127 | 303,848 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,924,317 | 295,166 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,967,102 | 292,469 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,989,011 | 295,623 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,642,389 | 291,518 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,504,820 | 289,545 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,574,693 | 289,343 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,585,966 | 306,964 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,494,107 | 289,678 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $22,927,753 | 297,454 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,921,972 | 286,148 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,034,897 | 293,775 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,370,137 | 288,796 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,973,524 | 294,812 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $28,478,253 | 305,037 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,827,552 | 316,194 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,395,152 | 319,257 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $24,388,988 | 322,563 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $24,453,078 | 316,955 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $19,242,401 | 69,327 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,161,519 | 67,292 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,849,158 | 65,868 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||