Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$938,173
+$41,974 QoQ
Shares Held
10,689
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,654
of 3,000 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOLDERNESS INVESTMENTS CO holds $13,015,780 across 8 Utilities - Regulated Electric names. NEE ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,566 | $5,261,424 | |
| 2 | SO |
Southern Co
|
28,072 | $2,686,771 | |
| 3 | FE |
Firstenergy Corp
|
38,641 | $1,836,993 | |
| 4 | NEE |
Nextera Energy Inc
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|
10,689 | $938,173 | |
| 5 | D |
Dominion Energy, Inc
|
12,556 | $857,449 | |
| 6 | ES |
Eversource Energy
|
9,335 | $674,640 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,071 | $420,143 | |
| 8 | ED |
Consolidated Edison Inc
|
3,075 | $340,187 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,173 | 10,689 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $896,199 | 9,649 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $774,621 | 9,649 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $728,403 | 9,649 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $762,578 | 10,985 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $778,726 | 10,985 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $783,930 | 10,935 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $926,110 | 10,956 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $805,534 | 11,376 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $727,040 | 11,376 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $690,978 | 11,376 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $272,643 | 4,759 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $336,793 | 4,539 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $344,624 | 4,471 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $369,512 | 4,420 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $346,572 | 4,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $342,373 | 4,420 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $374,418 | 4,420 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $410,784 | 4,400 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $345,488 | 4,400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $329,760 | 4,500 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $340,245 | 4,500 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $347,175 | 4,500 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $324,467 | 1,169 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $235,126 | 979 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||