Position in NEE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,987,578
+$405,292 QoQ
Shares Held
32,166
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Strategic Financial Services, Inc. holds $3,254,745 across 2 Utilities - Regulated Electric names. NEE ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
32,166 | $2,987,578 | |
| 2 | SO |
Southern Co
|
2,768 | $267,167 |
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,987,578 | 32,166 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,582,286 | 32,166 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,582,286 | 34,207 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,397,627 | 34,538 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,479,519 | 34,977 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $2,561,627 | 35,732 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,027,188 | 35,812 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,556,736 | 36,107 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,301,207 | 36,007 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,262,200 | 37,244 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,139,036 | 37,337 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,819,822 | 38,003 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,014,367 | 39,107 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,407,285 | 40,757 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,441,179 | 43,887 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,721,178 | 48,040 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,426,944 | 52,260 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,130,972 | 54,959 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,369,559 | 55,649 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,010,541 | 54,729 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,204,218 | 55,604 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,745,882 | 61,515 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,588,899 | 16,533 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,215,944 | 17,554 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,028,252 | 25,053 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||