LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in NEE — Nextera Energy Inc
CIK 932974
BOSTON, MA
Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,964,446
-$141,817 QoQ
Shares Held
56,562
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#795
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $6,258,847 across 9 Utilities - Regulated Electric names. NEE ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
56,562 | $4,964,446 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,065 | $282,512 | |
| 3 | SO |
Southern Co
|
2,646 | $253,248 | |
| 4 | ED |
Consolidated Edison Inc
|
2,200 | $243,386 | |
| 5 | D |
Dominion Energy, Inc
|
3,155 | $215,454 | |
| 6 | XEL |
Xcel Energy Inc
|
1,700 | $136,510 | |
| 7 | FE |
Firstenergy Corp
|
1,931 | $91,799 | |
| 8 | ES |
Eversource Energy
|
695 | $50,227 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,964,446 | 56,562 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,106,263 | 54,977 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,320,428 | 53,817 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,062,645 | 53,817 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,830,040 | 55,172 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,959,702 | 55,857 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,064,966 | 56,702 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,810,602 | 56,910 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,026,964 | 56,870 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,657,633 | 57,231 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,005,415 | 49,480 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,847,370 | 49,701 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,340,780 | 45,024 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,606,881 | 46,794 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,951,855 | 47,271 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $3,196,226 | 40,763 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,119,391 | 40,271 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,969,170 | 35,051 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $3,238,751 | 34,691 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,741,996 | 34,921 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,529,479 | 34,518 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,123,960 | 28,091 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,943,717 | 25,194 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,605,684 | 5,785 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,154,497 | 4,807 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,152,329 | 4,789 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||