Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,928,409
-$228,714 QoQ
Shares Held
44,758
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#884
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, 2026ADELL HARRIMAN & CARPENTER INC holds $4,170,993 across 2 Utilities - Regulated Electric names. NEE ranks #1 (94.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
44,758 | $3,928,409 | |
| 2 | ETR |
Entergy Corp /De/
|
2,112 | $242,584 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,928,409 | 44,758 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,157,123 | 44,758 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,611,957 | 44,992 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,522,589 | 46,663 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,465,307 | 49,918 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,796,797 | 53,559 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,353,446 | 60,726 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,021,758 | 59,408 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,951,764 | 55,808 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,706,076 | 57,989 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,887,724 | 64,006 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,242,722 | 91,512 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,125,203 | 96,027 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,316,510 | 94,921 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,745,874 | 92,654 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,904,549 | 88,057 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,875,194 | 88,758 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,126,823 | 95,937 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $8,757,821 | 93,807 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $7,285,007 | 92,779 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,695,813 | 91,373 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,673,943 | 88,268 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $6,549,880 | 84,898 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $5,371,341 | 19,352 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,103,304 | 17,085 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,977,448 | 16,530 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||