Freestone Capital Holdings, LLC

Position in NEE — Nextera Energy Inc

CIK 1470876 Seattle, WA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$11,633,562

-$424,305 QoQ

Shares Held

132,546

+2.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#524

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $25,447,152 across 5 Utilities - Regulated Electric names. NEE ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	132,546	$11,633,562
2	SO	Southern Co	119,696	$11,456,104
3	AEP	American Electric Power Co Inc	7,398	$1,012,120
4	DUK	Duke Energy CORP	5,396	$683,025
5	ED	Consolidated Edison Inc	5,987	$662,341

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,633,562	132,546	+2.1%	Shares	Defined	2026-07-31
2026-03-31	$12,057,867	129,822	+1.1%	Shares	Defined	2026-05-13
2025-12-31	$10,309,477	128,419	+4.0%	Shares	Defined	2026-01-23
2025-09-30	$9,317,277	123,424	-2.7%	Shares	Defined	2025-11-12
2025-06-30	$8,802,386	126,799	-27.1%	Shares	Defined	2025-08-05
2025-03-31	$12,323,304	173,837	+8.9%	Shares	Defined	2025-05-13
2024-12-31	$11,442,225	159,607	+2.7%	Shares	Defined	2025-02-06
2024-09-30	$13,139,005	155,436	-3.1%	Shares	Defined	2024-11-14
2024-06-30	$11,354,595	160,353	-0.4%	Shares	Defined	2024-11-22
2024-03-31	$10,294,303	161,075	+22.2%	Shares	Defined	2024-11-22
2023-12-31	$8,006,443	131,815	-14.9%	Shares	Defined	2024-02-13
2023-09-30	$8,877,830	154,963	+7.8%	Shares	Defined	2023-11-14
2023-06-30	$10,667,585	143,768	+9.4%	Shares	Defined	2023-08-09
2023-03-31	$10,129,468	131,415	-3.8%	Shares	Defined	2023-05-12
2022-12-31	$11,422,853	136,637	+0.3%	Shares	Defined	2023-02-13
2022-09-30	$10,679,128	136,196	-7.9%	Shares	Defined	2022-11-09
2022-06-30	$11,448,742	147,802	-8.8%	Shares	Defined	2022-08-09
2022-03-31	$13,728,441	162,064	+6.0%	Shares	Defined	2022-05-12
2021-12-31	$14,270,916	152,859	+4.6%	Shares	Defined	2022-02-14
2021-09-30	$11,472,321	146,107	+28.2%	Shares	Defined	2021-11-15
2021-06-30	$8,349,523	113,940	+4.4%	Shares	Defined	2021-08-16
2021-03-31	$8,249,580	109,107	+7.4%	Shares	Defined	2021-05-17
2020-12-31	$7,839,134	101,609	+264.6%	Shares	Defined	2021-02-16
2020-09-30	$7,735,874	27,871	+40.6%	Shares	Defined	2020-11-06
2020-06-30	$4,759,448	19,817	+194.5%	Shares	Defined	2020-08-04
2020-03-31	$1,619,131	6,729	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.