Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,201,147
+$144,745 QoQ
Shares Held
36,472
+10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#963
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $10,260,418 across 9 Utilities - Regulated Electric names. NEE ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
60,496 | $4,131,271 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
36,472 | $3,201,147 | |
| 3 | DUK |
Duke Energy CORP
|
5,628 | $712,392 | |
| 4 | SO |
Southern Co
|
5,706 | $546,121 | |
| 5 | ES |
Eversource Energy
|
6,780 | $489,990 | |
| 6 | XEL |
Xcel Energy Inc
|
5,389 | $432,736 | |
| 7 | ED |
Consolidated Edison Inc
|
2,514 | $278,123 | |
| 8 | DTE |
Dte Energy Co
|
1,756 | $267,561 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,201,147 | 36,472 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $3,056,402 | 32,907 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $2,690,584 | 33,515 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $2,668,646 | 35,351 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $3,009,842 | 43,357 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $4,355,906 | 61,446 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $7,573,905 | 105,648 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $8,656,463 | 102,407 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $7,571,288 | 106,924 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $6,548,282 | 102,461 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $6,292,056 | 103,590 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $6,317,482 | 110,272 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $8,336,592 | 112,353 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $9,183,157 | 119,138 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $10,185,322 | 121,834 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $9,536,381 | 121,622 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $9,464,759 | 122,189 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,005,520 | 106,310 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $11,360,604 | 121,686 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $9,598,834 | 122,247 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,991,236 | 122,697 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $9,421,535 | 124,607 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $9,757,777 | 126,478 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $8,663,202 | 31,212 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $7,653,497 | 31,867 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $7,166,144 | 29,782 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||