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Old North State Trust, LLC

SEC CIK
0001760444
Latest filing
Aug 17, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Old North State Trust, LLC, 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)
2,754
Value
$242.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NEE by Old North State Trust, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,754$242.0K0.1%+52+1.9%AddedHolders
Q1 20262,702$251.0K0.1%−61−2.2%ReducedHolders
Q4 20252,763$222.0K0.1%−399−12.6%ReducedHolders
Q3 20253,162$239.0K0.1%00.0%UnchangedHolders
Q2 20253,162$220.0K0.2%00.0%UnchangedHolders
Q1 20253,162$227.0K0.1%00.0%UnchangedHolders
Q4 20243,162$227.0K0.1%−2,450−43.7%ReducedHolders
Q3 20245,612$474.0K0.4%+269+5.0%AddedHolders
Q2 20245,343$378.0K0.3%00.0%UnchangedHolders
Q1 20245,343$341.0K0.3%–No prior filingHolders
Q4 2023––––Not filedHolders
Q3 20236,143$352.0K0.3%−161−2.6%ReducedHolders
Q2 20236,304$468.0K0.3%00.0%UnchangedHolders
Q1 20236,304$486.0K0.3%00.0%UnchangedHolders
Q4 20226,304$527.0K0.3%−60−0.9%ReducedHolders
Q3 20226,364$499.0K0.4%+6,358+105,966.7%AddedHolders
Q2 20226$4950.5%00.0%UnchangedHolders
Q1 20226$5410.4%−6,383−99.9%ReducedHolders
Q4 20216,389$596.0K0.4%+565+9.7%AddedHolders
Q3 20215,824$457.0K0.4%00.0%UnchangedHolders
Q2 20215,824$427.0K0.3%−600−9.3%ReducedHolders
Q1 20216,424$486.0K0.4%––Holders

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