Spinnaker Trust

SEC CIK: 0001158970
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

NEE holding history

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

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 84,132
Value: $7.38M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Spinnaker Trust, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	84,132	$7.38M	0.4%	−1,348−1.6%	Reduced	Holders
Q1 2026	85,480	$7.94M	0.4%	−1,324−1.5%	Reduced	Holders
Q4 2025	86,804	$6.97M	0.4%	+664+0.8%	Added	Holders
Q3 2025	86,140	$6.50M	0.4%	−61−0.1%	Reduced	Holders
Q2 2025	86,201	$5.98M	0.4%	+2,247+2.7%	Added	Holders
Q1 2025	83,954	$5.95M	0.4%	−4,690−5.3%	Reduced	Holders
Q4 2024	88,644	$6.35M	0.4%	−34,989−28.3%	Reduced	Holders
Q3 2024	123,633	$10.5M	0.6%	−4,859−3.8%	Reduced	Holders
Q2 2024	128,492	$9.10M	0.6%	+1,445+1.1%	Added	Holders
Q1 2024	127,047	$8.12M	0.5%	+5,353+4.4%	Added	Holders
Q4 2023	121,694	$7.39M	0.5%	+18,806+18.3%	Added	Holders
Q3 2023	102,888	$5.89M	0.4%	−2,015−1.9%	Reduced	Holders
Q2 2023	104,903	$7.78M	0.6%	+1,156+1.1%	Added	Holders
Q1 2023	103,747	$8.00M	0.6%	−1,515−1.4%	Reduced	Holders
Q4 2022	105,262	$8.80M	0.7%	+2,755+2.7%	Added	Holders
Q3 2022	102,507	$8.04M	0.7%	+828+0.8%	Added	Holders
Q2 2022	101,679	$7.88M	0.6%	+5,493+5.7%	Added	Holders
Q1 2022	96,186	$8.15M	0.5%	+786+0.8%	Added	Holders
Q4 2021	95,400	$8.91M	0.6%	+4,697+5.2%	Added	Holders
Q3 2021	90,703	$7.12M	0.5%	+6,173+7.3%	Added	Holders
Q2 2021	84,530	$6.19M	0.4%	+56,076+197.1%	Added	Holders
Q1 2021	28,454	$2.15M	0.2%	–	–	Holders

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