Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$301,226
-$17,538 QoQ
Shares Held
3,432
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,415
of 3,000 holders
Holding Since
Mar 2020
25 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, 2026HARVEY INVESTMENT CO LLC holds $581,273 across 2 Utilities - Regulated Electric names. NEE ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,432 | $301,226 | |
| 2 | SO |
Southern Co
|
2,926 | $280,047 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,226 | 3,432 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $318,764 | 3,432 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $275,520 | 3,432 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $259,081 | 3,432 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $238,249 | 3,432 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $243,294 | 3,432 | Shares | Defined | 2025-04-22 | |
| 2024-12-31 | $246,040 | 3,432 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $290,106 | 3,432 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $243,019 | 3,432 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $219,339 | 3,432 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $208,459 | 3,432 | Shares | Defined | 2024-01-24 | |
| 2023-06-30 | $254,654 | 3,432 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $272,246 | 3,532 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $295,275 | 3,532 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $276,944 | 3,532 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $273,588 | 3,532 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $299,195 | 3,532 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $329,747 | 3,532 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $277,332 | 3,532 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $273,480 | 3,732 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $282,176 | 3,732 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $287,923 | 3,732 | Shares | Defined | 2021-01-21 | |
| 2020-09-30 | $258,963 | 933 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $224,078 | 933 | Shares | Defined | 2020-07-17 | |
| 2020-03-31 | $224,498 | 933 | Shares | Defined | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||