Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$244,351
+$12,987 QoQ
Shares Held
2,784
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,572
of 3,000 holders
Holding Since
Jun 2021
9 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, 2026MARINO, STRAM & ASSOCIATES LLC holds $9,202,224 across 6 Utilities - Regulated Electric names. NEE ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
18,167 | $2,299,578 | |
| 2 | ED |
Consolidated Edison Inc
|
19,404 | $2,146,664 | |
| 3 | AEP |
American Electric Power Co Inc
|
12,577 | $1,720,659 | |
| 4 | ETR |
Entergy Corp /De/
|
13,428 | $1,542,340 | |
| 5 | SO |
Southern Co
|
13,046 | $1,248,632 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
2,784 | $244,351 |
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,351 | 2,784 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $231,364 | 2,491 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $272,896 | 3,615 | Shares | Sole | 2025-11-03 | |
| 2024-12-31 | $203,097 | 2,833 | Shares | Defined | 2025-01-17 | |
| 2023-06-30 | $283,518 | 3,821 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $233,860 | 3,034 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $221,874 | 2,654 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $207,943 | 2,652 | Shares | Sole | 2022-10-17 | |
| 2021-06-30 | $2,402,484 | 32,785 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||