Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$383,905
-$96,934 QoQ
Shares Held
4,374
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,271
of 3,000 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, 2026INVESTMENT PARTNERS, LTD. holds $2,818,028 across 2 Utilities - Regulated Electric names. NEE ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
17,792 | $2,434,123 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
4,374 | $383,905 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,905 | 4,374 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $480,839 | 5,177 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $309,318 | 3,853 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $267,612 | 3,545 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $242,622 | 3,495 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $273,493 | 3,858 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $242,025 | 3,376 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $271,933 | 3,217 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $352,492 | 4,978 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $317,185 | 4,963 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $402,159 | 6,621 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $289,887 | 5,060 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $406,319 | 5,476 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $443,672 | 5,756 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $479,780 | 5,739 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,552,951 | 32,559 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $777,620 | 10,039 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $847,100 | 10,000 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $930,239 | 9,964 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $821,083 | 10,457 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $763,870 | 10,424 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $785,285 | 10,386 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $798,425 | 10,349 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $715,827 | 2,579 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $617,236 | 2,570 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $628,018 | 2,610 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||