SEC 13F Intelligence

Security National Bank / NEE

Security National Bank’s Nextera Energy Inc Position

Does Security National Bank own Nextera Energy Inc (NEE)? Yes101.5K shares worth $9M (+1.37% of its 13F portfolio) as of Q1 2026, up from 99.5K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
101.5K
% of Portfolio
+1.37%
Quarters Held
30
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $7MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ3 ’24: $8MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $6MQ3 ’25: $7MQ4 ’25: $8MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026101.5K$9M+1.37%
Q4 202599.5K$8M+1.14%
Q3 202598.0K$7M+1.13%
Q2 202592.9K$6M+1.12%
Q1 202592.6K$7M+1.24%
Q4 202491.0K$7M+0.93%
Q3 202491.9K$8M+1.06%
Q2 202492.4K$7M+0.95%
Q1 202490.4K$6M+0.87%
Q4 202386.1K$5M+1.18%
Q3 202382.5K$5M+1.32%
Q2 202380.5K$6M+1.52%
Q1 202381.1K$6M+1.67%
Q4 202285.5K$7M+1.93%
Q3 202255.4K$4M+1.21%
Q2 202253.0K$4M+1.14%
Q1 202254.7K$5M+1.06%
Q4 202153.7K$5M+1.14%
Q3 202152.8K$4M+1.04%
Q2 202152.6K$4M+1.01%
Q1 202152.5K$4M+1.17%
Q4 202050.2K$4M+1.23%
Q3 202012.6K$4M+1.22%
Q2 202012.2K$3M+1.21%
Q1 202011.6K$3M+1.46%
Q4 201911.8K$3M+1.28%
Q3 201911.7K$3M+1.28%
Q2 201911.1K$2M+1.12%
Q1 201910.9K$2M+1.09%
Q4 20189.5K$2M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Security National Bank’s full portfolio or all institutional holders of NEE.