Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$25,455,933
-$1,480,845 QoQ
Shares Held
290,030
+0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#353
of 3,000 holders
Holding Since
Mar 2020
24 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, 2026SUMMITRY LLC holds $28,340,101 across 9 Utilities - Regulated Electric names. NEE ranks #1 (89.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
290,030 | $25,455,933 | |
| 2 | SO |
Southern Co
|
7,925 | $758,501 | |
| 3 | ED |
Consolidated Edison Inc
|
5,930 | $656,035 | |
| 4 | DUK |
Duke Energy CORP
|
2,130 | $269,615 | |
| 5 | EVRG |
Evergy, Inc.
|
3,073 | $265,599 | |
| 6 | CMS |
Cms Energy Corp
|
3,303 | $252,679 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,065 | $241,130 | |
| 8 | ES |
Eversource Energy
|
3,311 | $239,285 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,455,933 | 290,030 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,936,778 | 290,017 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $469,959 | 5,854 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $454,600 | 6,022 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $349,807 | 5,039 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $343,603 | 4,847 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $352,714 | 4,920 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $397,206 | 4,699 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $345,977 | 4,886 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $322,489 | 5,046 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $314,390 | 5,176 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $268,346 | 4,684 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $355,789 | 4,795 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $369,598 | 4,795 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $417,414 | 4,993 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $314,580 | 4,012 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $309,840 | 4,000 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $346,633 | 4,092 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $373,440 | 4,000 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $302,440 | 4,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $308,600 | 4,000 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $298,654 | 1,076 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $258,422 | 1,076 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $240,620 | 1,000 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||