Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,545,629
-$348,937 QoQ
Shares Held
17,610
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,368
of 3,000 holders
Holding Since
Mar 2020
21 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, 2026Goelzer Investment Management, Inc. holds $26,839,933 across 6 Utilities - Regulated Electric names. NEE ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
75,863 | $10,378,817 | |
| 2 | ETR |
Entergy Corp /De/
|
67,075 | $7,704,234 | |
| 3 | SO |
Southern Co
|
56,100 | $5,369,331 | |
| 4 | NEE |
Nextera Energy Inc
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|
17,610 | $1,545,629 | |
| 5 | EVRG |
Evergy, Inc.
|
14,449 | $1,248,827 | |
| 6 | XEL |
Xcel Energy Inc
|
7,386 | $593,095 |
All Filings in NEE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,545,629 | 17,610 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,894,566 | 20,398 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,659,307 | 20,669 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,584,944 | 47,489 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,331,188 | 47,986 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,439,582 | 48,520 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,313,368 | 46,218 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,904,863 | 46,195 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $3,276,803 | 46,276 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,945,931 | 46,095 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,863,344 | 47,141 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $344,656 | 6,016 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $426,501 | 5,748 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $464,638 | 6,028 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $505,863 | 6,051 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $446,388 | 5,693 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $308,910 | 3,988 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $272,427 | 3,216 | Shares | Sole | 2022-05-10 | |
| 2020-09-30 | $298,377 | 1,075 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $258,182 | 1,075 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $258,666 | 1,075 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||