Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$369,335
+$133,792 QoQ
Shares Held
4,208
+65.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,296
of 2,997 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $1,221,329 across 10 Utilities - Regulated Electric names. NEE ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
3,746 | $414,419 | |
| 2 | NEE |
Nextera Energy Inc
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|
4,208 | $369,335 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
3,196 | $259,387 | |
| 4 | DUK |
Duke Energy CORP
|
699 | $88,479 | |
| 5 | HE |
Hawaiian Electric Industries Inc
|
5,000 | $67,650 | |
| 6 | D |
Dominion Energy, Inc
|
138 | $9,424 | |
| 7 | AEP |
American Electric Power Co Inc
|
32 | $4,377 | |
| 8 | ETR |
Entergy Corp /De/
|
26 | $2,986 |
All Filings in NEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,335 | 4,208 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $235,543 | 2,536 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $259,063 | 3,227 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $241,416 | 3,198 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||