Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,314,597
-$320,858 QoQ
Shares Held
49,158
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#848
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, 2026Rodgers Brothers Inc. holds $15,467,610 across 8 Utilities - Regulated Electric names. NEE ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
49,158 | $4,314,597 | |
| 2 | OGE |
Oge Energy Corp.
|
49,675 | $2,417,185 | |
| 3 | DUK |
Duke Energy CORP
|
18,778 | $2,376,919 | |
| 4 | ES |
Eversource Energy
|
31,493 | $2,275,999 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
17,274 | $2,017,084 | |
| 6 | PPL |
PPL Corp
|
25,991 | $944,772 | |
| 7 | SO |
Southern Co
|
9,243 | $884,647 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,728 | $236,407 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,314,597 | 49,158 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,635,455 | 49,908 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,155,132 | 51,758 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,114,808 | 54,508 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,860,307 | 55,608 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,960,695 | 55,871 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,043,029 | 56,396 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,788,286 | 56,646 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,947,374 | 55,746 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,569,117 | 55,846 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,416,382 | 56,246 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $581,264 | 10,146 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $678,633 | 9,146 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $608,623 | 7,896 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $660,105 | 7,896 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,405,734 | 17,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,388,702 | 17,928 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,455,148 | 17,178 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,596,269 | 17,098 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,355,961 | 17,269 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,368,064 | 18,669 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,411,563 | 18,669 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,135,570 | 14,719 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,043,070 | 3,758 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $957,797 | 3,988 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $886,684 | 3,685 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||