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Livermore
Livermore
ZHEN

Montecito Bank & Trust

SEC CIK
0001422508
Latest filing
Oct 1, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Montecito Bank & Trust, 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 Q3 2026 holdings

Shares (Q3 2026)
15,452
Value
$1.17M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Montecito Bank & Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202615,452$1.17M0.2%−65−0.4%ReducedHolders
Q2 202615,517$1.36M0.2%+65+0.4%AddedHolders
Q1 202615,452$1.44M0.2%00.0%UnchangedHolders
Q4 202515,452$1.24M0.2%−30−0.2%ReducedHolders
Q3 202515,482$1.17M0.2%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202517,368$1.23M0.2%−207−1.2%ReducedHolders
Q4 202417,575$1.26M0.2%00.0%UnchangedHolders
Q3 202417,575$1.49M0.3%+1,211+7.4%AddedHolders
Q2 202416,364$1.16M0.2%−260−1.6%ReducedHolders
Q1 202416,624$1.06M0.2%−553−3.2%ReducedHolders
Q4 202317,177$1.04M0.2%−1,782−9.4%ReducedHolders
Q3 202318,959$1.09M0.3%−2,820−12.9%ReducedHolders
Q2 202321,779$1.62M0.4%−385−1.7%ReducedHolders
Q1 202322,164$1.71M0.4%−400−1.8%ReducedHolders
Q4 202222,564$1.89M0.5%−40−0.2%ReducedHolders
Q3 202222,604$1.77M0.5%−458−2.0%ReducedHolders
Q2 202223,062$1.79M0.4%−11,705−33.7%ReducedHolders
Q1 202234,767$2.94M0.6%−650−1.8%ReducedHolders
Q4 202135,417$3.31M0.6%+300+0.9%AddedHolders
Q3 202135,117$2.76M0.5%+172+0.5%AddedHolders
Q2 202134,945$2.56M0.5%+1,913+5.8%AddedHolders
Q1 202133,032$2.50M0.5%––Holders

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