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Private Trust Co NA

SEC CIK
0001277557
Latest filing
Jul 28, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Private Trust Co NA, 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)
37,805
Value
$3.32M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of NEE by Private Trust Co NA, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,805$3.32M0.3%+1,147+3.1%AddedHolders
Q1 202636,658$3.40M0.3%−1,580−4.1%ReducedHolders
Q4 202538,238$3.07M0.3%−391−1.0%ReducedHolders
Q3 202538,629$2.92M0.3%−4,110−9.6%ReducedHolders
Q2 202542,739$2.97M0.3%−2,116−4.7%ReducedHolders
Q1 202544,855$3.18M0.3%+2,219+5.2%AddedHolders
Q4 202442,636$3.06M0.3%−71−0.2%ReducedHolders
Q3 202442,707$3.61M0.4%−696−1.6%ReducedHolders
Q2 202443,403$3.07M0.3%+5,646+15.0%AddedHolders
Q1 202437,757$2.41M0.3%+27+0.1%AddedHolders
Q4 202337,730$2.29M0.3%−833−2.2%ReducedHolders
Q3 202338,563$2.21M0.3%−2,339−5.7%ReducedHolders
Q2 202340,902$3.03M0.4%−188−0.5%ReducedHolders
Q1 202341,090$3.17M0.4%+1,530+3.9%AddedHolders
Q4 202239,560$3.31M0.5%−3,944−9.1%ReducedHolders
Q3 202243,504$3.41M0.6%+152+0.4%AddedHolders
Q2 202243,352$3.36M0.5%−16,471−27.5%ReducedHolders
Q1 202259,823$5.07M0.8%−591−1.0%ReducedHolders
Q4 202160,414$5.64M0.8%−3,614−5.6%ReducedHolders
Q3 202164,028$5.03M0.7%+8,658+15.6%AddedHolders
Q2 202155,370$4.06M0.6%+86+0.2%AddedHolders
Q1 202155,284$4.18M0.7%––Holders

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