Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$808,888
-$29,446 QoQ
Shares Held
9,216
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,725
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DUNCKER STREETT & CO INC holds $3,808,072 across 16 Utilities - Regulated Electric names. NEE ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
9,216 | $808,888 | |
| 2 | SO |
Southern Co
|
5,700 | $545,547 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,235 | $494,520 | |
| 4 | DUK |
Duke Energy CORP
|
3,433 | $434,549 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,553 | $369,521 | |
| 6 | AEE |
Ameren Corp
|
2,984 | $337,311 | |
| 7 | EXC |
Exelon Corp
|
5,692 | $265,361 | |
| 8 | D |
Dominion Energy, Inc
|
2,812 | $192,031 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,888 | 9,216 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $838,334 | 9,026 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $656,850 | 8,182 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $624,226 | 8,269 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $574,033 | 8,269 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $536,495 | 7,568 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $596,102 | 8,315 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $719,772 | 8,515 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $645,433 | 9,115 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $582,539 | 9,115 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $588,631 | 9,691 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $664,048 | 11,591 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $907,688 | 12,233 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $986,932 | 12,804 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,046,003 | 12,512 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $956,915 | 12,204 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $895,747 | 11,564 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $937,570 | 11,068 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,033,308 | 11,068 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,439,459 | 31,068 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,150,621 | 29,348 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,172,124 | 28,728 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,216,365 | 28,728 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,899,065 | 6,842 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,643,243 | 6,842 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,655,946 | 6,882 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||