SEC 13F Intelligence

Citizens National Bank Trust Department / NEE

Citizens National Bank Trust Department’s Nextera Energy Inc Position

Does Citizens National Bank Trust Department own Nextera Energy Inc (NEE)? Yes — 82.1K shares worth $8M (+1.27% of its 13F portfolio) as of Q1 2026, down from 83.2K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
82.1K
% of Portfolio
+1.27%
Quarters Held
25
currently held

Position History NEE

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $3MQ3 ’20: $4MQ4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $4MQ1 ’22: $3MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5,617Q1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $4MQ4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ4 ’24: $5MQ1 ’25: $6MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ4 ’25: $7MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202682.1K$8M+1.27%
Q4 202583.2K$7M+1.15%
Q3 202583.2K$6M+1.12%
Q2 202579.3K$6M+1.10%
Q1 202579.2K$6M+1.20%
Q4 202475.6K$5M+1.15%
Q3 202476.6K$6M+1.36%
Q2 202477.0K$5M+1.21%
Q1 202476.2K$5M+1.13%
Q4 202371.1K$4M+1.10%
Q3 202369.9K$4M+1.10%
Q2 202368.1K$5M+1.34%
Q1 202366.3K$5M+1.42%
Q4 202267.2K$5,617+1.58%
Q3 202268.3K$5M+1.66%
Q2 202270.2K$5M+1.56%
Q1 202242.1K$3M+1.20%
Q4 202137.8K$4M+1.34%
Q3 202163.7K$5M+1.42%
Q2 202164.0K$5M+1.34%
Q1 202163.6K$5M+1.46%
Q4 202059.6K$5M+1.50%
Q3 202014.9K$4M+1.61%
Q2 202013.9K$3M+1.42%
Q1 202014.6K$4M+1.87%

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