Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,635,493
-$575,254 QoQ
Shares Held
132,568
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#525
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, 2026Texas Yale Capital Corp. holds $33,420,082 across 13 Utilities - Regulated Electric names. NEE ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
132,568 | $11,635,493 | |
| 2 | IDA |
Idacorp Inc
|
33,905 | $5,129,826 | |
| 3 | DUK |
Duke Energy CORP
|
39,509 | $5,001,049 | |
| 4 | SO |
Southern Co
|
35,901 | $3,436,084 | |
| 5 | ED |
Consolidated Edison Inc
|
29,512 | $3,264,912 | |
| 6 | AEP |
American Electric Power Co Inc
|
15,493 | $2,119,597 | |
| 7 | POR |
Portland General Electric Co /Or/
|
19,595 | $1,015,608 | |
| 8 | ETR |
Entergy Corp /De/
|
3,824 | $439,224 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,635,493 | 132,568 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,210,747 | 131,468 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,491,231 | 130,683 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,850,161 | 130,483 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,818,283 | 127,028 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,128,434 | 128,769 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,240,912 | 128,901 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,965,316 | 129,721 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,141,287 | 129,096 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,312,198 | 130,061 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,877,043 | 113,221 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,550,022 | 114,331 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,124,900 | 109,500 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,483,578 | 110,062 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,238,301 | 110,506 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,621,571 | 109,955 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,565,216 | 110,576 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,547,240 | 112,705 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,475,645 | 112,207 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $8,718,232 | 111,032 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,008,184 | 109,282 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,976,779 | 105,499 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $8,188,623 | 106,139 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,436,109 | 26,791 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,353,937 | 26,456 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $6,428,163 | 26,715 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||