Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,780,531
-$117,813 QoQ
Shares Held
65,860
+3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.47%
of 13F equity value
Holder Rank
#749
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PENINSULA ASSET MANAGEMENT INC holds $6,650,534 across 2 Utilities - Regulated Electric names. NEE ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
65,860 | $5,780,531 | |
| 2 | SO |
Southern Co
|
9,090 | $870,003 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,780,531 | 65,860 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,898,344 | 63,505 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,147,152 | 64,115 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,890,241 | 64,780 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,521,324 | 65,130 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $4,591,899 | 64,775 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $4,700,354 | 65,565 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $5,649,984 | 66,840 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,752,412 | 67,115 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,179,713 | 65,400 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,973,526 | 48,955 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,763,669 | 48,240 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,594,619 | 48,445 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $3,806,210 | 49,380 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $4,265,690 | 51,025 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,196,110 | 53,515 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,137,138 | 53,410 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,667,097 | 55,095 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,122,195 | 54,865 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,438,892 | 56,532 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,935,135 | 53,700 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,063,432 | 53,742 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,029,929 | 52,235 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,629,096 | 13,075 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,181,051 | 13,245 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,256,310 | 13,533 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||