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Livermore
Livermore
ZHEN

Avalon Trust Co

SEC CIK
0001798150
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Avalon 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)
8,107
Value
$711.6K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of NEE by Avalon Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,107$711.6K<0.1%00.0%UnchangedHolders
Q1 20268,107$753.0K0.1%+920+12.8%AddedHolders
Q4 20257,187$577.0K<0.1%−1,621−18.4%ReducedHolders
Q3 20258,808$664.9K<0.1%+854+10.7%AddedHolders
Q2 20257,954$552.2K<0.1%−16,709−67.7%ReducedHolders
Q1 202524,663$1.75M0.1%−1,891−7.1%ReducedHolders
Q4 202426,554$1.90M0.1%00.0%UnchangedHolders
Q3 202426,554$2.24M0.2%−1,000−3.6%ReducedHolders
Q2 202427,554$1.95M0.2%00.0%UnchangedHolders
Q1 202427,554$1.76M0.1%00.0%UnchangedHolders
Q4 202327,554$1.67M0.2%+100+0.4%AddedHolders
Q3 202327,454$1.57M0.2%−230−0.8%ReducedHolders
Q2 202327,684$2.05M0.2%00.0%UnchangedHolders
Q1 202327,684$2.13M0.2%–No prior filingHolders