Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,549,491
-$99,500 QoQ
Shares Held
17,654
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,357
of 2,988 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, 2026Marble Harbor Investment Counsel, LLC holds $4,716,957 across 6 Utilities - Regulated Electric names. NEE ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
17,654 | $1,549,491 | |
| 2 | DUK |
Duke Energy CORP
|
11,958 | $1,513,643 | |
| 3 | SO |
Southern Co
|
6,332 | $606,035 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
4,368 | $510,051 | |
| 5 | LNT |
Alliant Energy Corp
|
4,000 | $305,160 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,700 | $232,577 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549,491 | 17,654 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,648,991 | 17,754 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,288,413 | 16,049 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,211,539 | 16,049 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,155,773 | 16,649 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,180,247 | 16,649 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,222,171 | 17,048 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,441,067 | 17,048 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,228,411 | 17,348 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,108,710 | 17,348 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,065,318 | 17,539 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $980,060 | 17,107 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,094,375 | 14,749 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,136,852 | 14,749 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,233,016 | 14,749 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,156,469 | 14,749 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,142,457 | 14,749 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,249,387 | 14,749 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $816,806 | 8,749 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $702,675 | 8,949 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $655,782 | 8,949 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $676,633 | 8,949 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $690,415 | 8,949 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $620,901 | 2,237 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $519,247 | 2,162 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $544,282 | 2,262 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||