Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,139,254
-$113,232 QoQ
Shares Held
12,980
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,532
of 3,000 holders
Holding Since
Dec 2020
22 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, 2026MCDONALD PARTNERS LLC holds $1,659,279 across 7 Utilities - Regulated Electric names. NEE ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
12,980 | $1,139,254 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,172 | $433,961 | |
| 3 | DTE |
Dte Energy Co
|
200 | $30,474 | |
| 4 | ETR |
Entergy Corp /De/
|
166 | $19,066 | |
| 5 | ES |
Eversource Energy
|
248 | $17,922 | |
| 6 | DUK |
Duke Energy CORP
|
87 | $11,012 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
65 | $7,590 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139,254 | 12,980 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,252,486 | 13,485 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,090,282 | 13,581 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,458,995 | 19,327 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,473,365 | 35,629 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,499,297 | 35,256 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,494,596 | 34,797 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,849,506 | 33,710 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,373,622 | 33,521 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,121,812 | 33,200 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,908,450 | 31,420 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,573,126 | 27,459 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,982,549 | 26,719 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,039,690 | 26,462 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,128,874 | 25,465 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,989,104 | 25,368 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,010,629 | 25,957 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,187,635 | 25,825 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $1,887,228 | 24,035 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,685,073 | 22,995 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $1,757,554 | 23,245 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $1,501,339 | 19,460 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||