Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,309,119
-$267,767 QoQ
Shares Held
60,489
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#775
of 3,015 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, 2026SIGNATUREFD, LLC holds $36,662,439 across 36 Utilities - Regulated Electric names. NEE ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
63,528 | $6,080,264 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
60,489 | $5,309,119 | |
| 3 | DUK |
Duke Energy CORP
|
22,418 | $2,837,670 | |
| 4 | FTS |
Fortis Inc.
|
39,804 | $2,277,982 | |
| 5 | NGG |
National Grid PLC
|
23,872 | $1,978,272 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,663 | $1,869,235 | |
| 7 | ED |
Consolidated Edison Inc
|
15,764 | $1,743,971 | |
| 8 | D |
Dominion Energy, Inc
|
22,130 | $1,511,257 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,309,119 | 60,489 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,576,886 | 60,044 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,528,032 | 56,403 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,179,956 | 55,371 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,831,012 | 55,186 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,827,138 | 53,987 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,860,219 | 53,846 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,958,276 | 58,657 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,486,521 | 63,360 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,219,530 | 50,376 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,247,585 | 53,467 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,998,501 | 52,339 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,118,322 | 55,503 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,145,593 | 53,783 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,556,785 | 54,507 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,315,686 | 55,040 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,068,354 | 52,522 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,492,764 | 53,037 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,812,614 | 51,549 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,613,804 | 46,024 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,225,565 | 44,017 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,359,427 | 44,431 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,847,220 | 36,905 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,790,588 | 10,054 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,936,010 | 8,061 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,982,468 | 8,239 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||