UMB Bank, n.a.

Position in NEE — Nextera Energy Inc

CIK 933429 Kansas City, MO

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$41,361,787

-$2,240,170 QoQ

Shares Held

471,252

+0.4% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#262

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. NEE ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	471,252	$41,361,787
2	DUK	Duke Energy CORP	175,888	$22,263,902
3	SO	Southern Co	38,937	$3,726,659
4	AEP	American Electric Power Co Inc	22,910	$3,134,316
5	EVRG	Evergy, Inc.	19,427	$1,679,075
6	LNT	Alliant Energy Corp	14,555	$1,110,400
7	PEG	Public Service Enterprise Group Inc	13,016	$1,056,377
8	AEE	Ameren Corp	8,742	$988,195

All Filings in NEE

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,361,787	471,252	+0.4%	Shares	Defined	2026-08-13
2026-03-31	$43,601,957	469,444	-0.3%	Shares	Defined	2026-05-11
2025-12-31	$37,787,072	470,691	-0.9%	Shares	Defined	2026-02-13
2025-09-30	$35,860,618	475,038	-1.3%	Shares	Defined	2025-11-04
2025-06-30	$33,428,367	481,538	-3.0%	Shares	Defined	2025-07-11
2025-03-31	$35,197,806	496,513	-18.1%	Shares	Defined	2025-04-14
2024-12-31	$43,438,906	605,927	-3.0%	Shares	Defined	2025-01-16
2024-09-30	$52,829,220	624,976	-3.0%	Shares	Defined	2024-10-09
2024-06-30	$45,604,401	644,039	-3.2%	Shares	Defined	2024-07-29
2024-03-31	$42,514,657	665,227	-0.7%	Shares	Defined	2024-04-26
2023-12-31	$40,709,769	670,230	+16.1%	Shares	Defined	2024-01-23
2023-09-30	$33,071,110	577,258	-10.0%	Shares	Defined	2023-10-18
2023-06-30	$47,587,205	641,337	-0.8%	Shares	Defined	2023-07-25
2023-03-31	$49,825,205	646,409	-0.3%	Shares	Defined	2023-04-11
2022-12-31	$54,199,468	648,319	-0.5%	Shares	Defined	2023-01-10
2022-09-30	$51,086,780	651,534	+0.7%	Shares	Defined	2022-10-13
2022-06-30	$50,136,527	647,257	-3.7%	Shares	Defined	2022-07-20
2022-03-31	$56,920,121	671,941	-4.0%	Shares	Defined	2022-04-22
2021-12-31	$65,340,143	699,873	+13.2%	Shares	Defined	2022-02-09
2021-09-30	$48,555,746	618,387	+1.1%	Shares	Sole	2021-10-18
2021-06-30	$44,808,814	611,474	-0.7%	Shares	Sole	2021-07-26
2021-03-31	$46,547,859	615,631	-0.6%	Shares	Sole	2021-04-15
2020-12-31	$47,800,211	619,575	+286.4%	Shares	Sole	2021-02-04
2020-09-30	$44,499,806	160,325	0.0%	Shares	Sole	2020-10-16
2020-06-30	$38,505,254	160,325	-2.1%	Shares	Sole	2020-07-16
2020-03-31	$39,421,977	163,835	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.