Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,840,143
-$604,692 QoQ
Shares Held
89,326
-1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#658
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Linscomb Wealth, Inc. holds $18,421,479 across 6 Utilities - Regulated Electric names. NEE ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
68,815 | $8,710,602 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
89,326 | $7,840,143 | |
| 3 | CNP |
Centerpoint Energy Inc
|
16,475 | $725,559 | |
| 4 | SO |
Southern Co
|
5,762 | $551,481 | |
| 5 | D |
Dominion Energy, Inc
|
5,288 | $361,117 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,700 | $232,577 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,840,143 | 89,326 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,444,835 | 90,922 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,576,761 | 119,292 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,886,909 | 117,723 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,061,605 | 116,128 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,957,331 | 112,249 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,687,748 | 107,236 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,755,617 | 103,580 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,368,984 | 104,067 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,606,249 | 87,721 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,036,560 | 82,920 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,645,588 | 81,089 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,686,714 | 22,732 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,793,805 | 23,272 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,963,513 | 23,487 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,965,189 | 25,063 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,668,488 | 21,540 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,742,992 | 20,576 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,935,166 | 20,728 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,675,145 | 21,334 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,571,269 | 21,442 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,648,373 | 21,801 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,659,882 | 21,515 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,644,265 | 5,924 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,415,561 | 5,894 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,331,109 | 5,532 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||