Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$526,532
-$3,162 QoQ
Shares Held
5,999
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,013
of 2,988 holders
Holding Since
Mar 2020
24 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, 2026STRATEGY ASSET MANAGERS LLC holds $12,909,172 across 8 Utilities - Regulated Electric names. NEE ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
46,131 | $5,839,261 | |
| 2 | NGG |
National Grid PLC
|
49,645 | $4,114,081 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,106 | $972,171 | |
| 4 | NEE |
Nextera Energy Inc
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|
5,999 | $526,532 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,408 | $397,952 | |
| 6 | CMS |
Cms Energy Corp
|
5,157 | $394,510 | |
| 7 | ETR |
Entergy Corp /De/
|
3,008 | $345,498 | |
| 8 | EIX |
Edison International
|
4,287 | $319,167 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,532 | 5,999 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $529,694 | 5,703 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $466,105 | 5,806 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $390,283 | 5,170 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $343,420 | 4,947 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $399,394 | 5,634 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $400,962 | 5,593 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $451,390 | 5,340 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $415,867 | 5,873 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $352,463 | 5,515 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $275,759 | 4,540 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $337,609 | 5,893 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $435,776 | 5,873 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $388,097 | 5,035 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $557,444 | 6,668 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $531,070 | 6,773 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $283,439 | 3,346 | Shares | Sole | 2022-04-11 | |
| 2021-09-30 | $256,995 | 3,273 | Shares | Sole | 2021-12-14 | |
| 2021-06-30 | $241,750 | 3,299 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $215,337 | 2,848 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $725,595 | 9,405 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $553,177 | 1,993 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,245,281 | 5,185 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,077,496 | 4,478 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||