Position in EXC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$225,492
+$24,978 QoQ
Shares Held
4,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026S.E.E.D. Planning Group LLC holds $14,208,470 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
161,883 | $14,208,470 |
All Filings in EXC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,492 | 4,600 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $200,514 | 4,600 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $204,795 | 4,550 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||