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Davidson Trust Co

SEC CIK
0001133119
Latest filing
Jul 29, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Davidson 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)
21,387
Value
$1.88M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of NEE by Davidson Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,387$1.88M0.7%+47+0.2%AddedHolders
Q1 202621,340$1.98M0.9%−1,819−7.9%ReducedHolders
Q4 202523,159$1.86M0.8%+971+4.4%AddedHolders
Q3 202522,188$1.67M0.7%+2,509+12.7%AddedHolders
Q2 202519,679$1.37M0.6%−1,049−5.1%ReducedHolders
Q1 202520,728$1.47M0.7%−1,394−6.3%ReducedHolders
Q4 202422,122$1.59M0.8%+1,237+5.9%AddedHolders
Q3 202420,885$1.77M0.9%+1,313+6.7%AddedHolders
Q2 202419,572$1.39M1.0%+1,861+10.5%AddedHolders
Q1 202417,711$1.13M0.7%+802+4.7%AddedHolders
Q4 202316,909$1.03M0.7%−1,656−8.9%ReducedHolders
Q3 202318,565$1.06M0.8%+164+0.9%AddedHolders
Q2 202318,401$1.37M1.0%+1,692+10.1%AddedHolders
Q1 202316,709$1.29M1.0%+488+3.0%AddedHolders
Q4 202216,221$1.36M1.2%−551−3.3%ReducedHolders
Q3 202216,772$1.31M1.3%−4,014−19.3%ReducedHolders
Q2 202220,786$1.61M1.4%−21−0.1%ReducedHolders
Q1 202220,807$1.76M1.3%−126−0.6%ReducedHolders
Q4 202120,933$1.96M1.3%−581−2.7%ReducedHolders
Q3 202121,514$1.69M1.3%−238−1.1%ReducedHolders
Q2 202121,752$1.59M1.2%−496−2.2%ReducedHolders
Q1 202122,248$1.68M1.4%––Holders

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