Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$606,402
-$63,727 QoQ
Shares Held
6,909
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,908
of 3,000 holders
Holding Since
Mar 2020
25 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, 2026Stockman Wealth Management, Inc. holds $1,537,397 across 2 Utilities - Regulated Electric names. NEE ranks #2 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
7,355 | $930,995 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
6,909 | $606,402 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,402 | 6,909 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $670,129 | 7,215 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $241,492 | 3,199 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $219,714 | 3,165 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $243,507 | 3,435 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $221,091 | 3,084 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $277,004 | 3,277 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $212,854 | 3,006 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $212,245 | 3,321 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $238,829 | 3,932 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $206,129 | 3,598 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $265,042 | 3,572 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $311,480 | 4,041 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $300,291 | 3,592 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $287,059 | 3,661 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $286,679 | 3,701 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $313,511 | 3,701 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $379,134 | 4,061 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $318,869 | 4,061 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $249,152 | 3,400 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $257,074 | 3,400 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $262,310 | 3,400 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $235,926 | 850 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $204,144 | 850 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $204,527 | 850 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||