Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,921,811
-$118,762 QoQ
Shares Held
21,896
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,218
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026NTV Asset Management LLC holds $9,814,015 across 9 Utilities - Regulated Electric names. NEE ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
15,722 | $2,150,926 | |
| 2 | SO |
Southern Co
|
21,250 | $2,033,837 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
21,896 | $1,921,811 | |
| 4 | DUK |
Duke Energy CORP
|
14,067 | $1,780,600 | |
| 5 | D |
Dominion Energy, Inc
|
11,966 | $817,158 | |
| 6 | ED |
Consolidated Edison Inc
|
3,305 | $365,632 | |
| 7 | DTE |
Dte Energy Co
|
1,785 | $271,980 | |
| 8 | XEL |
Xcel Energy Inc
|
2,950 | $236,885 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,921,811 | 21,896 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,040,573 | 21,970 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,751,227 | 21,814 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,042,818 | 13,814 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $923,841 | 13,308 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $943,404 | 13,308 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,030,615 | 14,376 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,211,653 | 14,334 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $505,158 | 7,134 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $458,298 | 7,171 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $434,776 | 7,158 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $685,073 | 11,958 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,005,929 | 13,557 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,083,513 | 14,057 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,090,227 | 13,041 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,017,448 | 12,976 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,024,640 | 13,228 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,120,543 | 13,228 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,305,079 | 13,979 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,121,815 | 14,287 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,051,714 | 14,352 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,085,154 | 14,352 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,107,256 | 14,352 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $995,885 | 3,588 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $861,729 | 3,588 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $905,934 | 3,765 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||