Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,258,182
-$73,252 QoQ
Shares Held
14,335
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,475
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, 2026Baker Ellis Asset Management LLC holds $9,072,286 across 6 Utilities - Regulated Electric names. NEE ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
50,144 | $5,365,408 | |
| 2 | ETR |
Entergy Corp /De/
|
11,964 | $1,374,185 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
14,335 | $1,258,182 | |
| 4 | ES |
Eversource Energy
|
8,107 | $585,892 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,372 | $276,978 | |
| 6 | DTE |
Dte Energy Co
|
1,389 | $211,641 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,182 | 14,335 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,331,434 | 14,335 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,169,840 | 14,572 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,076,940 | 14,266 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $724,883 | 10,442 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $880,170 | 12,416 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $836,335 | 11,666 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $973,447 | 11,516 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $779,264 | 11,005 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $773,630 | 12,105 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $677,554 | 11,155 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $639,069 | 11,155 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $827,701 | 11,155 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $859,827 | 11,155 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $932,558 | 11,155 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $874,663 | 11,155 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $864,066 | 11,155 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $944,940 | 11,155 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,041,430 | 11,155 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $875,890 | 11,155 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $817,438 | 11,155 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $737,348 | 9,752 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $752,366 | 9,752 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $676,691 | 2,438 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $585,534 | 2,438 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $586,631 | 2,438 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||