Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$45,364
+$4,380 QoQ
Shares Held
470
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Missouri Trust & Investment Co holds $2,743,251 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,255 | $2,743,251 |
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,364 | 470 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,984 | 470 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,649 | 545 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $50,047 | 545 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $53,790 | 585 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $55,236 | 671 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $49,148 | 545 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $43,051 | 555 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $55,239 | 770 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $54,343 | 775 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $50,158 | 775 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $73,411 | 1,045 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $45,922 | 660 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,486 | 735 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $49,980 | 735 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $52,412 | 735 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $53,294 | 735 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $54,864 | 800 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||