Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,029,937
-$770,124 QoQ
Shares Held
80,095
-4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#686
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NBT BANK N A /NY holds $12,294,721 across 23 Utilities - Regulated Electric names. NEE ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
80,095 | $7,029,937 | |
| 2 | SO |
Southern Co
|
18,501 | $1,770,729 | |
| 3 | D |
Dominion Energy, Inc
|
16,131 | $1,101,584 | |
| 4 | DUK |
Duke Energy CORP
|
4,285 | $542,394 | |
| 5 | DTE |
Dte Energy Co
|
2,684 | $408,961 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,250 | $344,929 | |
| 7 | LNT |
Alliant Energy Corp
|
2,743 | $209,263 | |
| 8 | EXC |
Exelon Corp
|
4,144 | $193,193 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,029,937 | 80,095 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,800,061 | 83,980 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $6,779,644 | 84,450 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $6,415,894 | 84,990 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $6,156,512 | 88,685 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,412,779 | 90,461 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,549,239 | 91,355 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,028,490 | 94,978 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,900,787 | 97,455 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,740,523 | 74,175 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,589,452 | 75,559 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,540,059 | 79,247 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,602,409 | 48,550 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,795,726 | 49,244 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,289,432 | 51,309 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,158,708 | 53,038 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,262,158 | 55,024 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,575,441 | 54,013 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,209,674 | 55,802 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $4,412,274 | 56,193 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,279,844 | 58,404 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $4,514,142 | 59,703 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $4,686,245 | 60,742 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $4,203,645 | 15,145 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,796,846 | 15,809 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $3,878,313 | 16,118 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||