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Security National Bank

SEC CIK
0001719739
Latest filing
Jul 15, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Security National Bank, 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)
112,578
Value
$9.88M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Security National Bank, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026112,578$9.88M1.2%+11,045+10.9%AddedHolders
Q1 2026101,533$9.43M1.4%+2,083+2.1%AddedHolders
Q4 202599,450$7.98M1.1%+1,442+1.5%AddedHolders
Q3 202598,008$7.40M1.1%+5,138+5.5%AddedHolders
Q2 202592,870$6.45M1.1%+280+0.3%AddedHolders
Q1 202592,590$6.56M1.2%+1,551+1.7%AddedHolders
Q4 202491,039$6.53M0.9%−865−0.9%ReducedHolders
Q3 202491,904$7.77M1.1%−469−0.5%ReducedHolders
Q2 202492,373$6.54M0.9%+1,935+2.1%AddedHolders
Q1 202490,438$5.78M0.9%+4,329+5.0%AddedHolders
Q4 202386,109$5.23M1.2%+3,580+4.3%AddedHolders
Q3 202382,529$4.71M1.3%+2,010+2.5%AddedHolders
Q2 202380,519$5.97M1.5%−593−0.7%ReducedHolders
Q1 202381,112$6.25M1.7%−4,419−5.2%ReducedHolders
Q4 202285,531$7.15M1.9%+30,130+54.4%AddedHolders
Q3 202255,401$4.34M1.2%+2,401+4.5%AddedHolders
Q2 202253,000$4.11M1.1%−1,723−3.1%ReducedHolders
Q1 202254,723$4.64M1.1%+996+1.9%AddedHolders
Q4 202153,727$5.02M1.1%+886+1.7%AddedHolders
Q3 202152,841$4.15M1.0%+230+0.4%AddedHolders
Q2 202152,611$3.85M1.0%+158+0.3%AddedHolders
Q1 202152,453$3.97M1.2%––Holders

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