Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,467,075
-$73,804 QoQ
Shares Held
16,715
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,393
of 3,000 holders
Holding Since
Dec 2020
23 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, 2026DT Investment Partners, LLC holds $2,102,557 across 16 Utilities - Regulated Electric names. NEE ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
16,715 | $1,467,075 | |
| 2 | SO |
Southern Co
|
2,201 | $210,657 | |
| 3 | LNT |
Alliant Energy Corp
|
1,636 | $124,810 | |
| 4 | AEP |
American Electric Power Co Inc
|
593 | $81,128 | |
| 5 | EVRG |
Evergy, Inc.
|
600 | $51,858 | |
| 6 | ES |
Eversource Energy
|
577 | $41,699 | |
| 7 | DTE |
Dte Energy Co
|
199 | $30,321 | |
| 8 | DUK |
Duke Energy CORP
|
190 | $24,050 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,075 | 16,715 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,540,879 | 16,590 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,377,203 | 17,155 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,242,942 | 16,465 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,143,000 | 16,465 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,167,203 | 16,465 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,378,025 | 19,222 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,624,835 | 19,222 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,348,505 | 19,044 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,245,861 | 19,494 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,229,218 | 36,701 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $2,114,058 | 36,901 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $1,446,454 | 19,494 | Shares | Sole | 2023-08-28 | |
| 2023-03-31 | $1,546,533 | 20,064 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,582,046 | 18,924 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $309,249 | 3,944 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $589,315 | 7,608 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $644,473 | 7,608 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,340,555 | 14,359 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,345,361 | 17,134 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $826,158 | 11,274 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $752,092 | 9,947 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $752,211 | 9,750 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||