Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,904,734
-$898,905 QoQ
Shares Held
147,029
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#496
of 2,988 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $24,039,033 across 7 Utilities - Regulated Electric names. NEE ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
147,029 | $12,904,734 | |
| 2 | ETR |
Entergy Corp /De/
|
69,433 | $7,975,073 | |
| 3 | CMS |
Cms Energy Corp
|
21,949 | $1,679,098 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
8,527 | $692,051 | |
| 5 | SO |
Southern Co
|
3,258 | $311,823 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,961 | $268,284 | |
| 7 | DUK |
Duke Energy CORP
|
1,643 | $207,970 |
All Filings in NEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,904,734 | 147,029 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,803,639 | 148,618 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,820,587 | 147,242 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,011,876 | 145,872 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,297,068 | 148,330 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,156,622 | 143,273 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $12,860,396 | 179,389 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,021,403 | 177,705 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,099,049 | 199,111 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,237,294 | 144,536 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,382,581 | 121,544 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,852,112 | 119,604 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,056,777 | 122,059 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,216,994 | 119,577 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $8,907,747 | 106,552 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,320,472 | 80,608 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,128,634 | 79,120 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $14,868,129 | 175,518 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $15,265,480 | 163,512 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $12,243,701 | 155,931 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||