Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$333,964
-$180,869 QoQ
Shares Held
3,805
-31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,348
of 3,000 holders
Holding Since
Dec 2023
11 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, 2026Saxony Capital Management, LLC holds $1,607,139 across 4 Utilities - Regulated Electric names. NEE ranks #3 (20.8% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,964 | 3,805 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $514,833 | 5,543 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $435,037 | 5,419 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $399,115 | 5,287 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $383,267 | 5,521 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $387,697 | 5,469 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $281,670 | 3,929 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $428,905 | 5,074 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $364,883 | 5,153 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $354,572 | 5,548 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $333,584 | 5,492 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||