Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$258,394
-$44,394 QoQ
Shares Held
2,944
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,516
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, 2026Asset Dedication, LLC holds $1,781,344 across 25 Utilities - Regulated Electric names. NEE ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
4,947 | $401,498 | |
| 2 | ED |
Consolidated Edison Inc
|
2,993 | $331,115 | |
| 3 | NEE |
Nextera Energy Inc
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|
2,944 | $258,394 | |
| 4 | IDA |
Idacorp Inc
|
1,065 | $161,134 | |
| 5 | DUK |
Duke Energy CORP
|
978 | $123,795 | |
| 6 | NGG |
National Grid PLC
|
1,213 | $100,521 | |
| 7 | SO |
Southern Co
|
824 | $78,865 | |
| 8 | ETR |
Entergy Corp /De/
|
681 | $78,219 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,394 | 2,944 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $302,788 | 3,260 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $308,997 | 3,849 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $286,182 | 3,791 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $218,187 | 3,143 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $230,888 | 3,257 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $285,182 | 3,978 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $794,582 | 9,400 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,130,198 | 15,961 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,009,586 | 15,797 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,533,502 | 25,247 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,452,702 | 25,357 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,697,844 | 22,882 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $1,562,257 | 20,268 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,472,446 | 17,613 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,230,801 | 15,697 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,177,546 | 15,202 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,159,341 | 13,686 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $389,311 | 4,170 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $301,045 | 3,834 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $198,222 | 2,705 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $29,563 | 391 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $49,607 | 643 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $46,630 | 168 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $106,635 | 444 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $106,835 | 444 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||