5 institutions reported holding $846,069 of NEE 5.65 (NEEPRN) in SEC 13F filings for 2026-06-30. Largest institutional holders: WHALEROCK POINT PARTNERS, LLC ($484,000), BOYD WATTERSON ASSET MANAGEMENT LLC/OH ($196,767), OLD POINT TRUST & FINANCIAL SERVICES N A ($142,708), First Command Advisory Services, Inc. ($22,594), PNC Financial Services Group, Inc. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WHALEROCK POINT PARTNERS, LLC | $484,000 | 22,000 | Hold |
| 2 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $196,767 | 8,948 | Hold |
| 3 | OLD POINT TRUST & FINANCIAL SERVICES N A | $142,708 | 6,500 | Added |
| 4 | First Command Advisory Services, Inc. | $22,594 | 1,027 | Added |
| 5 | PNC Financial Services Group, Inc. | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30