Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$526,356
-$30,645 QoQ
Shares Held
5,997
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,021
of 2,999 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, 2026CYPRESS ASSET MANAGEMENT INC/TX holds $794,452 across 2 Utilities - Regulated Electric names. NEE ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,997 | $526,356 | |
| 2 | DUK |
Duke Energy CORP
|
2,118 | $268,096 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,356 | 5,997 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $557,001 | 5,997 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $497,495 | 6,197 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $486,684 | 6,447 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $544,738 | 7,847 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $556,273 | 7,847 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $580,473 | 8,097 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $736,932 | 8,718 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $581,916 | 8,218 | Shares | Sole | 2025-02-24 | |
| 2024-03-31 | $745,701 | 11,668 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,097,450 | 18,068 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,119,446 | 19,540 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $1,474,354 | 19,870 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,540,829 | 19,990 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $1,676,180 | 20,050 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $1,580,745 | 20,160 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,561,593 | 20,160 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,707,753 | 20,160 | Shares | Sole | 2022-06-06 | |
| 2021-12-31 | $1,911,079 | 20,470 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,674,831 | 21,330 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,563,062 | 21,330 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,612,761 | 21,330 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,641,752 | 21,280 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,347,553 | 4,855 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,217,661 | 5,070 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,278,654 | 5,314 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||