Position in NEE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,333,076
+$559,467 QoQ
Shares Held
57,419
-3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $10,236,379 across 6 Utilities - Regulated Electric names. NEE ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
57,419 | $5,333,076 | |
| 2 | DUK |
Duke Energy CORP
|
19,154 | $2,508,024 | |
| 3 | SO |
Southern Co
|
11,353 | $1,095,791 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,523 | $723,954 | |
| 5 | D |
Dominion Energy, Inc
|
5,943 | $367,396 | |
| 6 | ED |
Consolidated Edison Inc
|
1,839 | $208,138 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,333,076 | 57,419 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,773,609 | 59,462 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,546,158 | 60,222 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,275,647 | 61,591 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,374,692 | 61,711 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,452,880 | 62,113 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,336,547 | 63,132 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,001,664 | 70,635 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,225,345 | 66,114 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,270,204 | 70,303 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,332,040 | 75,616 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,558,767 | 74,916 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,652,661 | 73,335 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,135,654 | 73,393 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,752,863 | 73,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,817,555 | 75,104 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,373,580 | 75,240 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,993,037 | 74,904 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $5,855,707 | 74,576 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $6,555,262 | 89,455 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,698,725 | 75,370 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,146,526 | 14,861 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,073,324 | 3,867 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $524,050 | 2,182 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $551,501 | 2,292 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||