Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,988,743
-$127,195 QoQ
Shares Held
34,052
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#998
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20261ST SOURCE BANK holds $9,882,091 across 7 Utilities - Regulated Electric names. NEE ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
26,585 | $3,637,093 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
34,052 | $2,988,743 | |
| 3 | DUK |
Duke Energy CORP
|
11,756 | $1,488,074 | |
| 4 | SO |
Southern Co
|
6,882 | $658,675 | |
| 5 | D |
Dominion Energy, Inc
|
6,947 | $474,410 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,206 | $374,364 | |
| 7 | ETR |
Entergy Corp /De/
|
2,270 | $260,732 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,988,743 | 34,052 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $3,115,938 | 33,548 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,673,323 | 33,300 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,526,347 | 33,466 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,345,285 | 33,784 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $2,380,556 | 33,581 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $2,491,943 | 34,760 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $2,889,066 | 34,178 | Shares | Defined | 2024-12-11 | |
| 2024-06-30 | $2,409,735 | 34,031 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,158,303 | 33,771 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,099,538 | 34,566 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,881,002 | 32,833 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,445,112 | 32,953 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,556,974 | 33,173 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,764,902 | 33,073 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,405,854 | 30,683 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,829,062 | 23,613 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,976,369 | 23,331 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,111,429 | 22,616 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,764,265 | 22,469 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,639,053 | 22,367 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,619,565 | 21,420 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,680,943 | 21,788 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,610,680 | 5,803 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,403,312 | 5,843 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,385,489 | 5,758 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||