Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$407,867
-$43,529 QoQ
Shares Held
4,647
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,222
of 3,000 holders
Holding Since
Sep 2021
20 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, 2026PRIVATE MANAGEMENT GROUP INC holds $626,851 across 2 Utilities - Regulated Electric names. NEE ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,647 | $407,867 | |
| 2 | SO |
Southern Co
|
2,288 | $218,984 |
All Filings in NEE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,867 | 4,647 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $451,396 | 4,860 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $389,358 | 4,850 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $366,126 | 4,850 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $377,575 | 5,439 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $359,837 | 5,076 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $363,898 | 5,076 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $429,074 | 5,076 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $359,431 | 5,076 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $210,711 | 3,297 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $201,292 | 3,314 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $204,353 | 3,567 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $224,232 | 3,022 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $207,653 | 2,694 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $218,864 | 2,618 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $205,277 | 2,618 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $201,241 | 2,598 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $217,535 | 2,568 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $239,748 | 2,568 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $201,639 | 2,568 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||