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Somerset Trust Co

SEC CIK
0001597099
Latest filing
Jul 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Somerset 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)
94,174
Value
$8.27M
% of portfolio
2.3%
Quarters held
22
Since Q1 2021
Holdings of NEE by Somerset Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202694,174$8.27M2.3%+527+0.6%AddedHolders
Q1 202693,647$8.70M2.7%+1,562+1.7%AddedHolders
Q4 202592,085$7.39M2.3%+1,247+1.4%AddedHolders
Q3 202590,838$6.86M2.1%+1,012+1.1%AddedHolders
Q2 202589,826$6.24M2.0%+117+0.1%AddedHolders
Q1 202589,709$6.36M2.3%+4,445+5.2%AddedHolders
Q4 202485,264$6.11M2.3%+2,596+3.1%AddedHolders
Q3 202482,668$6.99M2.6%−491−0.6%ReducedHolders
Q2 202483,159$5.89M2.4%+699+0.8%AddedHolders
Q1 202482,460$5.27M2.1%+2,114+2.6%AddedHolders
Q4 202380,346$4.88M2.1%−3,446−4.1%ReducedHolders
Q3 202383,792$4.80M2.2%−74−0.1%ReducedHolders
Q2 202383,866$6.22M2.7%−2,487−2.9%ReducedHolders
Q1 202386,353$6.66M2.9%−3,697−4.1%ReducedHolders
Q4 202290,050$7.53M3.2%−1,066−1.2%ReducedHolders
Q3 202291,116$7.14M3.3%+457+0.5%AddedHolders
Q2 202290,659$7.02M3.1%+163+0.2%AddedHolders
Q1 202290,496$7.67M3.0%−1,069−1.2%ReducedHolders
Q4 202191,565$8.55M3.1%+1,877+2.1%AddedHolders
Q3 202189,688$7.04M2.9%+2,480+2.8%AddedHolders
Q2 202187,208$6.39M2.6%−142−0.2%ReducedHolders
Q1 202187,350$6.61M2.8%––Holders

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