Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$32,974,486
-$2,002,356 QoQ
Shares Held
375,692
-0.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#291
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ROCKLAND TRUST CO holds $71,367,921 across 11 Utilities - Regulated Electric names. NEE ranks #1 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
375,692 | $32,974,486 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
120,208 | $14,036,687 | |
| 3 | SO |
Southern Co
|
108,723 | $10,405,878 | |
| 4 | ED |
Consolidated Edison Inc
|
92,135 | $10,192,894 | |
| 5 | EVRG |
Evergy, Inc.
|
9,327 | $806,132 | |
| 6 | EIX |
Edison International
|
9,582 | $713,379 | |
| 7 | D |
Dominion Energy, Inc
|
9,787 | $668,353 | |
| 8 | ES |
Eversource Energy
|
6,936 | $501,264 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,974,486 | 375,692 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $34,976,842 | 376,581 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $30,422,988 | 378,961 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $29,149,934 | 386,143 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $24,252,987 | 349,366 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $23,552,847 | 332,245 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $23,869,328 | 332,952 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $27,857,537 | 329,558 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $23,804,339 | 336,172 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $22,156,190 | 346,678 | Shares | Defined | 2024-04-11 | |
| 2023-12-31 | $11,628,915 | 191,454 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $10,766,222 | 187,925 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $12,756,834 | 171,925 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $13,350,024 | 173,197 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $14,771,869 | 176,697 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $14,066,439 | 179,396 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $14,616,082 | 188,692 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $17,039,161 | 201,147 | Shares | Defined | 2022-04-18 | |
| 2021-12-31 | $19,946,550 | 213,652 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $23,835,295 | 303,557 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $22,483,695 | 306,819 | Shares | Defined | 2021-07-21 | |
| 2021-03-31 | $23,132,349 | 305,943 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $23,970,042 | 310,694 | Shares | Defined | 2021-01-04 | |
| 2020-09-30 | $22,347,465 | 80,514 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $19,399,971 | 80,776 | Shares | Defined | 2020-07-09 | |
| 2020-03-31 | $19,768,376 | 82,156 | Shares | Defined | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||