Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,162,595
+$5,810,024 QoQ
Shares Held
70,213
+1749.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#730
of 2,999 holders
Holding Since
Mar 2020
19 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SNS Financial Group, LLC holds $15,082,712 across 10 Utilities - Regulated Electric names. NEE ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
70,213 | $6,162,595 | |
| 2 | SO |
Southern Co
|
31,121 | $2,978,590 | |
| 3 | XEL |
Xcel Energy Inc
|
20,862 | $1,675,218 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
10,526 | $1,229,121 | |
| 5 | DUK |
Duke Energy CORP
|
7,827 | $990,741 | |
| 6 | D |
Dominion Energy, Inc
|
10,845 | $740,605 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,805 | $657,372 | |
| 8 | EXC |
Exelon Corp
|
4,780 | $222,843 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,162,595 | 70,213 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $352,571 | 3,796 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $207,763 | 2,588 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $204,049 | 2,703 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $223,327 | 2,642 | Shares | Defined | 2024-11-01 | |
| 2023-06-30 | $259,625 | 3,499 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $271,860 | 3,527 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $300,541 | 3,595 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $260,007 | 3,316 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $253,216 | 3,269 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $270,732 | 3,196 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $298,751 | 3,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $247,965 | 3,158 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $234,642 | 3,202 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $235,373 | 3,113 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $252,743 | 3,276 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $240,922 | 868 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $227,680 | 948 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $264,922 | 1,101 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||