Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$339,318
-$107,713 QoQ
Shares Held
3,866
-19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,341
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, 2026Opus Capital Group, LLC holds $554,182 across 2 Utilities - Regulated Electric names. NEE ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,866 | $339,318 | |
| 2 | PPL |
PPL Corp
|
5,911 | $214,864 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,318 | 3,866 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $447,031 | 4,813 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $387,110 | 4,822 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $433,539 | 5,743 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $434,083 | 6,253 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $478,720 | 6,753 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $507,135 | 7,074 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $704,895 | 8,339 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $591,900 | 8,359 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $485,460 | 7,596 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $516,229 | 8,499 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $462,273 | 8,069 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $654,963 | 8,827 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $689,018 | 8,939 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $764,772 | 9,148 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $759,871 | 9,691 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $750,664 | 9,691 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $915,460 | 10,807 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,022,198 | 10,949 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $859,715 | 10,949 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,129,537 | 15,414 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,235,089 | 16,335 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,752,385 | 22,714 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,580,981 | 5,696 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,569,030 | 6,533 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,588,092 | 6,600 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||