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Equitable Trust Co

SEC CIK
0000033250
Latest filing
Jul 23, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Equitable Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
53,740
Value
$4.72M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Equitable Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,740$4.72M0.2%−7,069−11.6%ReducedHolders
Q1 202660,809$5.65M0.3%+5,575+10.1%AddedHolders
Q4 202555,234$4.43M0.2%−2,237−3.9%ReducedHolders
Q3 202557,471$4.34M0.2%−551−0.9%ReducedHolders
Q2 202558,022$4.03M0.2%−952−1.6%ReducedHolders
Q1 202558,974$4.18M0.2%+14,897+33.8%AddedHolders
Q4 202444,077$3.16M0.2%+3,438+8.5%AddedHolders
Q3 202440,639$3.44M0.2%+7,036+20.9%AddedHolders
Q2 202433,603$2.38M0.2%+466+1.4%AddedHolders
Q1 202433,137$2.12M0.1%+636+2.0%AddedHolders
Q4 202332,501$1.97M0.1%−6,318−16.3%ReducedHolders
Q3 202338,819$2.22M0.2%+863+2.3%AddedHolders
Q2 202337,956$2.82M0.2%−159−0.4%ReducedHolders
Q1 202338,115$2.94M0.2%+2,377+6.7%AddedHolders
Q4 202235,738$2.99M0.2%+2,397+7.2%AddedHolders
Q3 202233,341$2.62M0.2%00.0%UnchangedHolders
Q2 202233,341$2.58M0.2%+12,084+56.8%AddedHolders
Q1 202221,257$1.80M0.1%+1,650+8.4%AddedHolders
Q4 202119,607$1.83M0.1%+154+0.8%AddedHolders
Q3 202119,453$1.53M0.1%−200−1.0%ReducedHolders
Q2 202119,653$1.44M0.1%+2,161+12.4%AddedHolders
Q1 202117,492$1.32M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.