Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,367,105
-$79,593 QoQ
Shares Held
15,576
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,423
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Roundview Capital LLC holds $4,272,150 across 7 Utilities - Regulated Electric names. NEE ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
15,576 | $1,367,105 | |
| 2 | DUK |
Duke Energy CORP
|
6,901 | $873,528 | |
| 3 | SO |
Southern Co
|
8,524 | $815,832 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,309 | $430,878 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,548 | $348,591 | |
| 6 | ETR |
Entergy Corp /De/
|
1,910 | $219,382 | |
| 7 | ED |
Consolidated Edison Inc
|
1,960 | $216,834 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,105 | 15,576 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,446,698 | 15,576 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,240,085 | 15,447 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,163,376 | 15,411 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,111,553 | 16,012 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,157,917 | 16,334 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,199,588 | 16,733 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,396,012 | 16,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $885,762 | 12,509 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $793,378 | 12,414 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $686,179 | 11,297 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $252,820 | 4,413 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $700,002 | 9,434 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $815,198 | 10,576 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $827,640 | 9,900 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $643,040 | 8,201 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $494,969 | 6,390 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $399,831 | 4,720 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $409,850 | 4,390 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $344,624 | 4,389 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $321,552 | 4,388 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $318,469 | 4,212 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $324,955 | 4,212 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $264,514 | 953 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $228,882 | 953 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $243,026 | 1,010 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||