Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$968,366
-$1,675,927 QoQ
Shares Held
11,033
-61.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,633
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $65,401,059 across 16 Utilities - Regulated Electric names. NEE ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
159,685 | $20,212,927 | |
| 2 | CNP |
Centerpoint Energy Inc
|
377,829 | $16,639,589 | |
| 3 | AEP |
American Electric Power Co Inc
|
61,719 | $8,443,776 | |
| 4 | XEL |
Xcel Energy Inc
|
81,090 | $6,511,527 | |
| 5 | EXC |
Exelon Corp
|
126,585 | $5,901,392 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
33,268 | $2,700,030 | |
| 7 | SO |
Southern Co
|
18,817 | $1,800,975 | |
| 8 | NEE |
Nextera Energy Inc
This page
|
11,033 | $968,366 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,366 | 11,033 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,644,293 | 28,470 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,007,063 | 62,370 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,934,781 | 65,370 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,463,135 | 107,507 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,642,438 | 107,807 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,686,752 | 135,120 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,440,036 | 135,337 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,697,783 | 136,955 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,436,440 | 85,064 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,223,107 | 53,064 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,467,525 | 112,891 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,367,905 | 112,775 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,339,285 | 108,190 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,867,480 | 34,300 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,970,678 | 25,133 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,092,444 | 52,833 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,459,896 | 52,649 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,915,310 | 52,649 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,151,666 | 52,874 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,016,686 | 13,874 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,049,013 | 13,874 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,098,153 | 14,234 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,757,558 | 9,935 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,047,621 | 4,362 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,070,999 | 4,451 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||