Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,505,570
+$757,291 QoQ
Shares Held
28,547
+51.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,073
of 2,999 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,363,823 across 11 Utilities - Regulated Electric names. NEE ranks #1 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
28,547 | $2,505,570 | |
| 2 | ETR |
Entergy Corp /De/
|
14,108 | $1,620,444 | |
| 3 | DUK |
Duke Energy CORP
|
10,521 | $1,331,747 | |
| 4 | SO |
Southern Co
|
12,995 | $1,243,751 | |
| 5 | D |
Dominion Energy, Inc
|
11,151 | $761,501 | |
| 6 | ED |
Consolidated Edison Inc
|
5,001 | $553,260 | |
| 7 | ES |
Eversource Energy
|
4,123 | $297,968 | |
| 8 | EXC |
Exelon Corp
|
6,341 | $295,617 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,505,570 | 28,547 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,748,279 | 18,823 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,475,305 | 18,377 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $1,329,755 | 17,615 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,207,352 | 17,392 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $997,422 | 14,070 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $1,072,051 | 14,954 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $910,556 | 10,772 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $718,791 | 10,151 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $699,750 | 10,949 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $695,532 | 11,451 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $767,685 | 13,400 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,027,002 | 13,841 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $992,404 | 12,875 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $1,074,844 | 12,857 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $1,323,873 | 16,884 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,309,925 | 16,911 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $1,427,193 | 16,848 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,551,455 | 16,618 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,314,895 | 16,746 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $1,233,228 | 16,829 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $1,253,688 | 16,581 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,684,338 | 21,832 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,119,121 | 4,032 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $968,365 | 4,032 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $970,178 | 4,032 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||