Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,026,309
-$489,755 QoQ
Shares Held
34,480
-8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#996
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Curi Capital, LLC holds $41,459,525 across 16 Utilities - Regulated Electric names. NEE ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
234,481 | $27,380,345 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
34,480 | $3,026,309 | |
| 3 | EIX |
Edison International
|
26,039 | $1,938,603 | |
| 4 | DUK |
Duke Energy CORP
|
15,295 | $1,936,040 | |
| 5 | PCG |
PG&E Corp
|
74,496 | $1,253,022 | |
| 6 | ED |
Consolidated Edison Inc
|
9,535 | $1,054,856 | |
| 7 | XEL |
Xcel Energy Inc
|
12,561 | $1,008,648 | |
| 8 | ES |
Eversource Energy
|
10,832 | $782,827 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,026,309 | 34,480 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,516,064 | 37,856 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,087,167 | 38,455 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,904,099 | 38,470 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,708,768 | 39,020 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,655,706 | 23,356 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,004,237 | 27,957 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,774,950 | 32,828 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,331,348 | 32,924 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,190,579 | 34,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,580,333 | 26,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,493,435 | 26,068 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,970,826 | 26,561 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,075,456 | 26,926 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,246,582 | 26,873 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,113,149 | 26,950 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,079,723 | 26,849 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,328,423 | 27,487 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,449,112 | 26,233 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,104,728 | 26,805 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,925,871 | 26,281 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,902,423 | 25,161 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,938,933 | 25,132 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,745,574 | 6,289 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,599,772 | 6,661 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $1,604,935 | 6,670 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||