Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,114,240
+$145 QoQ
Shares Held
12,695
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,545
of 3,000 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, 2026Wellington Shields & Co., LLC holds $5,970,525 across 9 Utilities - Regulated Electric names. NEE ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
18,084 | $1,730,819 | |
| 2 | EIX |
Edison International
|
15,500 | $1,153,975 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
12,695 | $1,114,240 | |
| 4 | DUK |
Duke Energy CORP
|
6,049 | $765,682 | |
| 5 | DTE |
Dte Energy Co
|
3,500 | $533,295 | |
| 6 | ED |
Consolidated Edison Inc
|
2,932 | $324,367 | |
| 7 | ETR |
Entergy Corp /De/
|
1,360 | $156,209 | |
| 8 | AEP |
American Electric Power Co Inc
|
850 | $116,288 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,114,240 | 12,695 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,114,095 | 11,995 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,000,609 | 12,464 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,073,014 | 14,214 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $993,677 | 14,314 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $950,918 | 13,414 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $947,311 | 13,214 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,133,885 | 13,414 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $988,790 | 13,964 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $906,499 | 14,184 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $855,462 | 14,084 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $891,375 | 15,559 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,154,477 | 15,559 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,249,389 | 16,209 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,459,572 | 17,459 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,283,493 | 16,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,169,646 | 15,100 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,279,121 | 15,100 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,409,736 | 15,100 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,224,912 | 15,600 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,106,528 | 15,100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,179,516 | 15,600 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,242,115 | 16,100 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,082,484 | 3,900 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $936,663 | 3,900 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $938,418 | 3,900 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||