Laird Norton Wetherby Trust Company, LLC
BankPosition in NEE — Nextera Energy Inc
CIK 723204
Seattle, WA
Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,155,645
+$775,538 QoQ
Shares Held
98,575
-5.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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 Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $38,701,319 across 30 Utilities - Regulated Electric names. NEE ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
98,575 | $9,155,645 | |
| 2 | SO |
Southern Co
|
26,712 | $2,578,241 | |
| 3 | DUK |
Duke Energy CORP
|
18,862 | $2,469,789 | |
| 4 | AEP |
American Electric Power Co Inc
|
16,429 | $2,153,512 | |
| 5 | NGG |
National Grid PLC
|
21,300 | $1,801,979 | |
| 6 | EXC |
Exelon Corp
|
32,647 | $1,600,355 | |
| 7 | ED |
Consolidated Edison Inc
|
13,623 | $1,541,850 | |
| 8 | ES |
Eversource Energy
|
20,975 | $1,453,147 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,155,645 | 98,575 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,380,107 | 104,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,846,350 | 37,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,617,481 | 37,705 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,918,612 | 41,171 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,951,548 | 41,171 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,480,184 | 41,171 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,915,318 | 41,171 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,631,238 | 41,171 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,500,726 | 41,171 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $228,816 | 3,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $296,354 | 3,994 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $307,857 | 3,994 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $333,898 | 3,994 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $344,154 | 4,443 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $614,825 | 7,258 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $707,855 | 7,582 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $524,984 | 6,686 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $471,483 | 6,434 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $635,955 | 8,411 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $650,220 | 8,428 | Shares | Sole | 2021-02-26 | |
| No filing history on record for this holder in this stock. | ||||||