Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$291,219
-$8,782 QoQ
Shares Held
3,318
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,439
of 3,000 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lee Financial Co holds $2,052,367 across 2 Utilities - Regulated Electric names. NEE ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
15,333 | $1,761,148 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
3,318 | $291,219 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,219 | 3,318 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $300,001 | 3,230 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $263,960 | 3,288 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $343,327 | 4,548 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $229,224 | 3,302 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $237,056 | 3,344 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $312,926 | 4,365 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $343,529 | 4,064 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $211,297 | 2,984 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $183,191 | 3,016 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $161,214 | 2,814 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $676,703 | 9,120 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,979,105 | 25,676 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,425,569 | 29,014 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,246,288 | 28,648 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,214,736 | 28,592 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,415,166 | 28,511 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $3,297,100 | 35,316 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $2,759,113 | 35,139 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,562,014 | 34,962 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $2,696,402 | 35,662 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,818,366 | 36,531 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,589,634 | 9,330 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $2,234,780 | 9,305 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,265,196 | 9,414 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||