Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,358,292
-$211,883 QoQ
Shares Held
26,869
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,105
of 2,993 holders
Holding Since
Mar 2020
26 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, 2026North Star Investment Management Corp. holds $18,432,455 across 28 Utilities - Regulated Electric names. NEE ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
35,308 | $4,830,487 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
50,695 | $3,630,775 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
26,869 | $2,358,292 | |
| 4 | LNT |
Alliant Energy Corp
|
21,167 | $1,614,830 | |
| 5 | AEE |
Ameren Corp
|
8,765 | $990,795 | |
| 6 | DTE |
Dte Energy Co
|
5,818 | $886,488 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
7,293 | $851,603 | |
| 8 | SO |
Southern Co
|
8,676 | $830,379 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,358,292 | 26,869 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,570,175 | 27,672 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,211,874 | 27,552 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,073,030 | 27,461 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,774,236 | 25,558 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,820,667 | 25,683 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,825,370 | 25,462 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,155,515 | 25,500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,801,689 | 25,444 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,627,979 | 25,473 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,543,707 | 25,415 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,442,390 | 25,177 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,874,366 | 25,261 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,946,038 | 25,247 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,426,991 | 29,031 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,279,535 | 29,072 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,258,811 | 29,161 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,469,127 | 29,148 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,723,311 | 29,170 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,287,366 | 29,131 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,129,003 | 29,053 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,196,168 | 29,046 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,251,931 | 29,189 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,024,800 | 7,295 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,763,808 | 7,344 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,271,934 | 9,442 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||