Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$28,349
-$3,601 QoQ
Shares Held
323
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,888
of 2,997 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Marquette Asset Management, LLC holds $305,683 across 15 Utilities - Regulated Electric names. NEE ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
1,829 | $146,868 | |
| 2 | CNP |
Centerpoint Energy Inc
|
670 | $29,506 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
323 | $28,349 | |
| 4 | SO |
Southern Co
|
283 | $27,085 | |
| 5 | DUK |
Duke Energy CORP
|
162 | $20,505 | |
| 6 | ETR |
Entergy Corp /De/
|
89 | $10,222 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
121 | $9,820 | |
| 8 | D |
Dominion Energy, Inc
|
142 | $9,697 |
All Filings in NEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,349 | 323 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $31,950 | 344 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $21,193 | 264 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $14,192 | 188 | Shares | Sole | 2025-10-24 | |
| 2024-06-30 | $2,974 | 42 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,684 | 42 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,551 | 42 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,406 | 42 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,116 | 42 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,237 | 42 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,511 | 42 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $31,364 | 400 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $30,984 | 400 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $61,330 | 724 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $67,592 | 724 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $61,245 | 780 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $53,054 | 724 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $54,741 | 724 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $55,856 | 724 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $50,238 | 181 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $43,470 | 181 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $43,552 | 181 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||