Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,429,948
-$66,906 QoQ
Shares Held
16,292
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,408
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, 2026Aspen Investment Management Inc holds $2,090,948 across 2 Utilities - Regulated Electric names. NEE ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
16,292 | $1,429,948 | |
| 2 | DUK |
Duke Energy CORP
|
5,222 | $661,000 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,429,948 | 16,292 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,496,854 | 16,116 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,240,004 | 15,446 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,171,982 | 15,525 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,082,952 | 15,600 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,096,242 | 15,464 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,082,949 | 15,106 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,264,146 | 14,955 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,062,858 | 15,010 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $957,946 | 14,989 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $925,920 | 15,244 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $911,254 | 15,906 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,133,776 | 15,280 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,187,417 | 15,405 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,303,742 | 15,595 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,283,963 | 16,375 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,287,772 | 16,625 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,409,997 | 16,645 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,531,104 | 16,400 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,361,929 | 17,345 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $1,186,403 | 16,190 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,216,564 | 16,090 | Shares | Sole | 2021-06-10 | |
| 2020-12-31 | $1,316,410 | 17,063 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,172,413 | 4,224 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $1,038,495 | 4,324 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,063,299 | 4,419 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||