Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$27,324,556
-$1,377,035 QoQ
Shares Held
311,320
+0.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#334
of 3,000 holders
Holding Since
Mar 2022
9 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, 2026Stack Financial Management, Inc holds $156,738,641 across 6 Utilities - Regulated Electric names. NEE ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
281,488 | $38,510,373 | |
| 2 | CNP |
Centerpoint Energy Inc
|
718,069 | $31,623,758 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
311,320 | $27,324,556 | |
| 4 | DUK |
Duke Energy CORP
|
192,456 | $24,361,080 | |
| 5 | AEE |
Ameren Corp
|
156,114 | $17,647,126 | |
| 6 | DTE |
Dte Energy Co
|
113,354 | $17,271,748 |
All Filings in NEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,324,556 | 311,320 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $28,701,591 | 309,018 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $24,775,692 | 308,616 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,551,143 | 311,977 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $21,883,752 | 315,237 | Shares | Sole | 2025-07-25 | |
| 2022-12-31 | $234,163 | 2,801 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $244,639 | 3,120 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $241,675 | 3,120 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $323,592 | 3,820 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||