Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$250,934
-$42,473 QoQ
Shares Held
2,859
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,547
of 3,000 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MARATHON CAPITAL MANAGEMENT holds $1,370,800 across 3 Utilities - Regulated Electric names. NEE ranks #3 (18.3% of the industry book) .
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,934 | 2,859 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $293,407 | 3,159 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $253,604 | 3,159 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $238,472 | 3,159 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $219,297 | 3,159 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $223,941 | 3,159 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $226,468 | 3,159 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $266,269 | 3,150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $223,051 | 3,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $214,098 | 3,350 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $203,479 | 3,350 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $248,570 | 3,350 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $277,488 | 3,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $300,960 | 3,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $282,276 | 3,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $278,856 | 3,600 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $359,436 | 3,850 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $333,710 | 4,250 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $330,639 | 4,512 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $344,932 | 4,562 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $375,874 | 4,872 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $338,068 | 1,218 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||