Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$384,783
-$28,440 QoQ
Shares Held
4,384
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,264
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Horizon Investment Services, LLC holds $7,638,294 across 10 Utilities - Regulated Electric names. NEE ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
23,101 | $3,160,447 | |
| 2 | AEE |
Ameren Corp
|
18,939 | $2,140,864 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
4,384 | $384,783 | |
| 4 | DUK |
Duke Energy CORP
|
2,692 | $340,753 | |
| 5 | POR |
Portland General Electric Co /Or/
|
5,712 | $296,052 | |
| 6 | ED |
Consolidated Edison Inc
|
2,552 | $282,327 | |
| 7 | FE |
Firstenergy Corp
|
5,843 | $277,776 | |
| 8 | ES |
Eversource Energy
|
3,723 | $269,061 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,783 | 4,384 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $413,223 | 4,449 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $412,398 | 5,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $387,112 | 5,128 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $486,217 | 7,004 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $502,893 | 7,094 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,549,869 | 35,568 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,109,943 | 36,791 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,401,379 | 33,913 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $437,591 | 6,847 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $415,097 | 6,834 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $478,371 | 8,350 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $666,019 | 8,976 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $706,515 | 9,166 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $776,393 | 9,287 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $733,055 | 9,349 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $744,080 | 9,606 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $830,666 | 9,806 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $909,979 | 9,747 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $764,863 | 9,741 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $711,548 | 9,710 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,631,966 | 21,584 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,725,074 | 22,360 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,557,111 | 5,610 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,373,532 | 5,719 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,381,158 | 5,740 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||