Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,436,184
-$2,702,740 QoQ
Shares Held
289,805
-4.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#354
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Callahan Advisors, LLC holds $30,737,123 across 4 Utilities - Regulated Electric names. NEE ranks #1 (82.8% of the industry book) .
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,436,184 | 289,805 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $28,138,924 | 302,960 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $25,897,605 | 322,591 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,604,078 | 325,925 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $20,822,390 | 299,948 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $16,316,325 | 230,164 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,342,950 | 214,018 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,256,958 | 215,982 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $15,805,287 | 223,207 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $13,916,338 | 217,749 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $11,449,550 | 188,501 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $10,832,908 | 189,089 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $14,045,911 | 189,298 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $14,502,524 | 188,149 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $15,975,124 | 191,090 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $14,210,165 | 181,229 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,735,362 | 177,322 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $15,364,445 | 181,377 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $16,942,599 | 181,476 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $14,149,068 | 180,197 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $13,195,749 | 180,073 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,756,256 | 181,937 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $14,474,342 | 187,613 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $13,374,783 | 48,187 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $12,389,649 | 51,587 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $11,973,732 | 49,762 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||