Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,906,013
-$110,969 QoQ
Shares Held
21,716
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,223
of 3,000 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, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $23,917,347 across 7 Utilities - Regulated Electric names. NEE ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
129,107 | $19,533,889 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
21,716 | $1,906,013 | |
| 3 | DUK |
Duke Energy CORP
|
6,941 | $878,591 | |
| 4 | D |
Dominion Energy, Inc
|
8,980 | $613,244 | |
| 5 | SO |
Southern Co
|
4,974 | $476,061 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,045 | $279,776 | |
| 7 | DTE |
Dte Energy Co
|
1,508 | $229,773 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,906,013 | 21,716 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,016,982 | 21,716 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $1,781,573 | 22,192 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,680,558 | 22,262 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,540,568 | 22,192 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,573,190 | 22,192 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,590,944 | 22,192 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,555 | 21,964 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,555,270 | 21,964 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,220,169 | 34,739 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,435,711 | 23,637 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,347,059 | 23,513 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,781,764 | 24,013 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,850,922 | 24,013 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,008,155 | 24,021 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,946,214 | 24,821 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,922,634 | 24,821 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,077,173 | 24,521 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,269,861 | 24,313 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $1,909,056 | 24,313 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $1,772,496 | 24,188 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,749,464 | 23,138 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,785,096 | 23,138 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,615,954 | 5,822 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,410,278 | 5,872 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,498,581 | 6,228 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||