CAPE ANN SAVINGS BANK

Bank

Position in NEE — Nextera Energy Inc

CIK 936938 GLOUCESTER, MA

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,768,214

-$84,370 QoQ

Shares Held

20,146

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#1,286

of 3,000 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CAPE ANN SAVINGS BANK holds $3,362,050 across 2 Utilities - Regulated Electric names. NEE ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	20,146	$1,768,214
2	AEP	American Electric Power Co Inc	11,650	$1,593,836

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,768,214	20,146	+1.0%	Shares	Sole	2026-08-04
2026-03-31	$1,852,584	19,946	+4.2%	Shares	Sole	2026-04-27
2025-12-31	$1,537,040	19,146	+0.9%	Shares	Sole	2026-01-28
2025-09-30	$1,432,649	18,978	+2.0%	Shares	Sole	2025-10-15
2025-06-30	$1,291,559	18,605	+2.4%	Shares	Sole	2025-07-21
2025-03-31	$1,287,787	18,166	+5.1%	Shares	Sole	2025-05-14
2024-12-31	$1,238,659	17,278	+2.8%	Shares	Sole	2025-02-04
2024-09-30	$1,420,104	16,800	+12.4%	Shares	Sole	2024-10-08
2024-06-30	$1,058,609	14,950	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$954,815	14,940	-0.6%	Shares	Sole	2024-05-13
2023-12-31	$912,982	15,031	+29.6%	Shares	Sole	2024-03-15
2023-09-30	$664,220	11,594	+234.7%	Shares	Sole	2023-10-25
2021-12-31	$323,399	3,464	0.0%	Shares	Sole	2022-02-16
2021-09-30	$271,993	3,464	0.0%	Shares	Sole	2021-11-22
2021-06-30	$253,841	3,464	-1.1%	Shares	Sole	2021-08-17
2021-03-31	$264,937	3,504	+3.8%	Shares	Sole	2021-05-25
2020-12-31	$260,458	3,376	+300.0%	Shares	Sole	2021-02-16
2020-06-30	$202,703	844	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.