Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$235,223
-$16,203 QoQ
Shares Held
2,680
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,602
of 2,993 holders
Holding Since
Mar 2020
24 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, 2026TD Capital Management LLC holds $480,588 across 13 Utilities - Regulated Electric names. NEE ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,680 | $235,223 | |
| 2 | SO |
Southern Co
|
723 | $69,198 | |
| 3 | AEP |
American Electric Power Co Inc
|
382 | $52,261 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
326 | $26,458 | |
| 5 | ED |
Consolidated Edison Inc
|
208 | $23,011 | |
| 6 | PPL |
PPL Corp
|
441 | $16,030 | |
| 7 | DUK |
Duke Energy CORP
|
121 | $15,316 | |
| 8 | PCG |
PG&E Corp
|
870 | $14,633 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,223 | 2,680 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $251,426 | 2,707 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $241,562 | 3,009 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $203,973 | 2,702 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $187,364 | 2,699 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $134,974 | 1,904 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $129,830 | 1,811 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $150,040 | 1,775 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $125,687 | 1,775 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $113,376 | 1,774 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $107,752 | 1,774 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $100,028 | 1,746 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $133,040 | 1,793 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $138,204 | 1,793 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $149,894 | 1,793 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $136,903 | 1,746 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $163,006 | 1,746 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $137,095 | 1,746 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $127,946 | 1,746 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $132,015 | 1,746 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $134,703 | 1,746 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $121,016 | 436 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $104,714 | 436 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $104,910 | 436 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||