Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$896,833
-$222,092 QoQ
Shares Held
10,218
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,675
of 3,000 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Keel Point, LLC holds $15,623,364 across 10 Utilities - Regulated Electric names. NEE ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,238 | $10,933,718 | |
| 2 | D |
Dominion Energy, Inc
|
14,264 | $974,088 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
10,218 | $896,833 | |
| 4 | ETR |
Entergy Corp /De/
|
7,230 | $830,437 | |
| 5 | DUK |
Duke Energy CORP
|
5,654 | $715,683 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,632 | $496,893 | |
| 7 | ED |
Consolidated Edison Inc
|
2,458 | $271,928 | |
| 8 | EXC |
Exelon Corp
|
4,526 | $211,002 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,833 | 10,218 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,118,925 | 12,047 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,094,698 | 13,636 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,031,495 | 13,664 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $963,827 | 13,884 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $918,450 | 12,956 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $823,287 | 11,484 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $909,627 | 10,761 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $763,260 | 10,779 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $635,776 | 9,948 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $550,972 | 9,071 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $511,141 | 8,922 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $628,028 | 8,464 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $592,976 | 7,693 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $656,009 | 7,847 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $443,330 | 5,654 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $431,529 | 5,571 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $475,561 | 5,614 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $438,511 | 4,697 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $351,926 | 4,482 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $323,238 | 4,411 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $365,196 | 4,830 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $356,587 | 4,622 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $320,026 | 1,153 | Shares | Sole | 2020-11-18 | |
| No filing history on record for this holder in this stock. | ||||||