Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$472,378
-$83,601 QoQ
Shares Held
5,382
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,110
of 3,000 holders
Holding Since
Sep 2023
12 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, 2026Ironwood Investment Counsel, LLC holds $10,350,736 across 9 Utilities - Regulated Electric names. NEE ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
100,289 | $4,880,062 | |
| 2 | ES |
Eversource Energy
|
27,034 | $1,953,747 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
10,643 | $1,138,801 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,210 | $575,970 | |
| 5 | AEE |
Ameren Corp
|
4,624 | $522,696 | |
| 6 | NEE |
Nextera Energy Inc
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|
5,382 | $472,378 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,654 | $309,907 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,114 | $252,732 |
All Filings in NEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,378 | 5,382 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $555,979 | 5,986 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $481,519 | 5,998 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $447,353 | 5,926 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $400,761 | 5,773 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $438,100 | 6,180 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $482,115 | 6,725 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $578,016 | 6,838 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $484,340 | 6,840 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $318,974 | 4,991 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $318,277 | 5,240 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $339,271 | 5,922 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||