Position in NEE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,979,243
-$375,978 QoQ
Shares Held
68,124
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#741
of 2,999 holders
Holding Since
Jun 2021
10 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, 2026Kimelman & Baird, LLC holds $6,798,993 across 10 Utilities - Regulated Electric names. NEE ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
68,124 | $5,979,243 | |
| 2 | EVRG |
Evergy, Inc.
|
3,734 | $322,729 | |
| 3 | DUK |
Duke Energy CORP
|
1,332 | $168,604 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
900 | $73,044 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,400 | $61,656 | |
| 6 | XEL |
Xcel Energy Inc
|
652 | $52,355 | |
| 7 | LNT |
Alliant Energy Corp
|
600 | $45,774 | |
| 8 | OGE |
Oge Energy Corp.
|
844 | $41,069 |
All Filings in NEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,979,243 | 68,124 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $6,355,221 | 68,424 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,493,078 | 68,424 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,165,327 | 68,424 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $4,749,994 | 68,424 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,850,577 | 68,424 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,907,395 | 68,453 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,054,282 | 83,453 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,909,306 | 83,453 | Shares | Sole | 2024-08-19 | |
| 2021-06-30 | $6,011,671 | 82,037 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||