Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$552,951
-$115,785 QoQ
Shares Held
6,300
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,986
of 3,000 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RBO & CO LLC holds $1,235,851 across 2 Utilities - Regulated Electric names. NEE ranks #2 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
10,000 | $682,900 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
6,300 | $552,951 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,951 | 6,300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $668,736 | 7,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $578,016 | 7,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $543,528 | 7,200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $499,824 | 7,200 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $510,408 | 7,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $516,168 | 7,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $608,616 | 7,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $509,832 | 7,200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $460,152 | 7,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $437,328 | 7,200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $412,488 | 7,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $534,240 | 7,200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $554,976 | 7,200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $601,920 | 7,200 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $564,552 | 7,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $557,712 | 7,200 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $609,912 | 7,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $672,192 | 7,200 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $565,344 | 7,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $527,616 | 7,200 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $544,392 | 7,200 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $555,480 | 7,200 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $499,608 | 1,800 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||