Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,949,256
-$324,293 QoQ
Shares Held
113,356
+2.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#574
of 2,993 holders
Holding Since
Mar 2020
26 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, 2026Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. NEE ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
113,356 | $9,949,256 | |
| 2 | DTE |
Dte Energy Co
|
47,200 | $7,191,864 | |
| 3 | DUK |
Duke Energy CORP
|
40,177 | $5,085,604 | |
| 4 | SO |
Southern Co
|
40,567 | $3,882,667 | |
| 5 | CMS |
Cms Energy Corp
|
39,672 | $3,034,908 | |
| 6 | AEP |
American Electric Power Co Inc
|
18,080 | $2,473,524 | |
| 7 | EIX |
Edison International
|
28,634 | $2,131,801 | |
| 8 | FE |
Firstenergy Corp
|
37,888 | $1,801,195 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,949,256 | 113,356 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,273,549 | 110,611 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,408,816 | 117,200 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,883,722 | 104,434 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,274,799 | 104,794 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,756,358 | 109,414 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,230,155 | 114,802 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $10,144,022 | 120,005 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,403,447 | 118,676 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,882,787 | 123,342 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,660,556 | 60,266 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,095,481 | 123,852 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,040,899 | 121,845 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,280,236 | 133,371 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $12,907,923 | 154,401 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $12,180,679 | 155,346 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,021,705 | 142,289 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,136,571 | 143,272 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $13,148,168 | 140,833 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $9,646,024 | 122,848 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $9,326,712 | 127,275 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,081,099 | 146,556 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $13,972,867 | 181,113 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,207,269 | 36,775 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,833,212 | 36,779 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,290,321 | 34,454 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||