Position in NEE
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,475,120
+$216,170 QoQ
Shares Held
15,882
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,970,868 across 19 Utilities - Regulated Electric names. NEE ranks #1 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
15,882 | $1,475,120 | |
| 2 | NGG |
National Grid PLC
|
4,655 | $393,813 | |
| 3 | SO |
Southern Co
|
3,716 | $358,668 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,265 | $165,816 | |
| 5 | ES |
Eversource Energy
|
2,316 | $160,452 | |
| 6 | D |
Dominion Energy, Inc
|
1,533 | $94,770 | |
| 7 | XEL |
Xcel Energy Inc
|
902 | $71,654 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
683 | $55,288 |
All Filings in NEE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,475,120 | 15,882 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,258,950 | 15,682 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,200,819 | 15,907 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,104,263 | 15,907 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,139,982 | 16,081 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,150,624 | 16,050 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,293,224 | 15,299 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,097,484 | 15,499 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $804,179 | 12,583 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $764,291 | 12,583 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $137,496 | 2,400 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $178,080 | 2,400 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $184,992 | 2,400 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $194,370 | 2,325 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $174,462 | 2,225 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $172,348 | 2,225 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $183,397 | 2,165 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $183,452 | 1,965 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||