Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,048,149
+$128,266 QoQ
Shares Held
11,942
+20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,584
of 3,000 holders
Holding Since
Sep 2020
22 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, 2026EXCALIBUR MANAGEMENT CORP holds $8,114,873 across 7 Utilities - Regulated Electric names. NEE ranks #5 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,143 | $1,537,060 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
14,066 | $1,505,062 | |
| 3 | ED |
Consolidated Edison Inc
|
13,013 | $1,439,628 | |
| 4 | D |
Dominion Energy, Inc
|
16,146 | $1,102,610 | |
| 5 | NEE |
Nextera Energy Inc
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|
11,942 | $1,048,149 | |
| 6 | SO |
Southern Co
|
9,819 | $939,776 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,966 | $542,588 |
All Filings in NEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,048,149 | 11,942 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $919,883 | 9,904 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $749,574 | 9,337 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $728,478 | 9,650 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $667,681 | 9,618 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $651,975 | 9,197 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $648,292 | 9,043 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $577,339 | 6,830 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $478,604 | 6,759 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $367,035 | 5,743 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $308,672 | 4,160 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $320,652 | 4,160 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $347,776 | 4,160 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $330,106 | 4,210 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $503,490 | 6,500 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $737,146 | 8,702 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $941,162 | 10,081 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $791,560 | 10,081 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $733,679 | 10,012 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $725,099 | 9,590 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $741,411 | 9,610 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $663,368 | 2,390 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||