Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$585,776
-$69,120 QoQ
Shares Held
6,674
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,933
of 2,997 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, 2026Samalin Investment Counsel, LLC holds $2,487,942 across 7 Utilities - Regulated Electric names. NEE ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
6,674 | $585,776 | |
| 2 | NGG |
National Grid PLC
|
5,688 | $471,364 | |
| 3 | CMS |
Cms Energy Corp
|
4,948 | $378,522 | |
| 4 | ED |
Consolidated Edison Inc
|
2,944 | $325,694 | |
| 5 | ETR |
Entergy Corp /De/
|
2,402 | $275,893 | |
| 6 | SO |
Southern Co
|
2,501 | $239,370 | |
| 7 | LNT |
Alliant Energy Corp
|
2,770 | $211,323 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,776 | 6,674 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $654,896 | 7,051 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $573,279 | 7,141 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $559,380 | 7,410 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $488,092 | 7,031 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $512,251 | 7,226 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $437,165 | 6,098 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $513,435 | 6,074 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $432,790 | 6,112 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $374,001 | 5,852 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $468,487 | 7,713 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $428,185 | 7,474 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $569,485 | 7,675 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $508,882 | 6,602 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $516,731 | 6,181 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $484,181 | 6,175 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $477,850 | 6,169 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $526,133 | 6,211 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $469,600 | 5,030 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $388,595 | 4,949 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $372,115 | 5,078 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $376,991 | 4,986 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $378,112 | 4,901 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $434,658 | 1,566 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $375,385 | 1,563 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $371,998 | 1,546 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||