Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,251,124
-$131,991 QoQ
Shares Held
25,648
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,124
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COURIER CAPITAL LLC holds $12,457,766 across 8 Utilities - Regulated Electric names. NEE ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,926 | $3,151,347 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
25,648 | $2,251,124 | |
| 3 | DUK |
Duke Energy CORP
|
16,917 | $2,141,353 | |
| 4 | AEP |
American Electric Power Co Inc
|
15,014 | $2,054,065 | |
| 5 | D |
Dominion Energy, Inc
|
26,022 | $1,777,042 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,676 | $460,664 | |
| 7 | ED |
Consolidated Edison Inc
|
3,605 | $398,821 | |
| 8 | EIX |
Edison International
|
3,000 | $223,350 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,251,124 | 25,648 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,383,115 | 25,658 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,029,077 | 25,275 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,894,119 | 25,091 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,544,803 | 22,253 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,479,757 | 20,874 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,491,797 | 20,809 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,338,099 | 27,660 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,778,746 | 25,120 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,734,773 | 27,144 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,838,599 | 30,270 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,596,443 | 27,866 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,433,463 | 32,796 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $418,852 | 5,434 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $454,282 | 5,434 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $464,265 | 5,921 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $412,784 | 5,329 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $725,879 | 8,569 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $800,001 | 8,569 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $763,214 | 9,720 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $712,281 | 9,720 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $703,324 | 9,302 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $705,305 | 9,142 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,493,321 | 8,983 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $585,294 | 2,437 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $586,390 | 2,437 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||