Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,598,892
-$1,013,375 QoQ
Shares Held
132,151
-2.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#527
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 24%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CENTRAL TRUST Co holds $36,281,523 across 27 Utilities - Regulated Electric names. NEE ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
132,151 | $11,598,892 | |
| 2 | SO |
Southern Co
|
79,471 | $7,606,169 | |
| 3 | DUK |
Duke Energy CORP
|
44,199 | $5,594,708 | |
| 4 | AEP |
American Electric Power Co Inc
|
15,964 | $2,184,034 | |
| 5 | AEE |
Ameren Corp
|
19,272 | $2,178,506 | |
| 6 | D |
Dominion Energy, Inc
|
25,768 | $1,759,695 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
6,104 | $712,763 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894 | $633,887 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,598,892 | 132,151 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $12,612,267 | 135,791 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,705,417 | 133,351 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,342,809 | 137,009 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,660,833 | 139,165 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,002,127 | 155,200 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $11,756,012 | 163,984 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,520,617 | 207,271 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $14,450,408 | 204,073 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $13,312,707 | 208,304 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $12,815,167 | 210,984 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $12,150,291 | 212,084 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $15,914,119 | 214,476 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $16,731,909 | 217,072 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $18,425,356 | 220,399 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $17,020,222 | 217,067 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $16,657,307 | 215,044 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $18,250,260 | 215,444 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $20,436,409 | 218,899 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $17,219,435 | 219,300 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $16,363,643 | 223,303 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $16,661,569 | 220,362 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $17,571,220 | 227,754 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $15,958,589 | 57,496 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $13,729,798 | 57,167 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $12,491,064 | 51,912 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||