Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,343,459
-$186,406 QoQ
Shares Held
26,700
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,107
of 2,993 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, 2026Chicago Partners Investment Group LLC holds $45,533,102 across 27 Utilities - Regulated Electric names. NEE ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
88,052 | $10,113,652 | |
| 2 | DUK |
Duke Energy CORP
|
50,400 | $6,379,632 | |
| 3 | PCG |
PG&E Corp
|
177,262 | $2,981,546 | |
| 4 | ES |
Eversource Energy
|
38,773 | $2,802,124 | |
| 5 | EIX |
Edison International
|
31,927 | $2,376,965 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
26,700 | $2,343,459 | |
| 7 | ED |
Consolidated Edison Inc
|
16,468 | $1,821,854 | |
| 8 | SO |
Southern Co
|
16,833 | $1,611,086 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,343,459 | 26,700 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,529,865 | 27,238 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,111,042 | 26,296 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,791,151 | 23,727 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,549,593 | 22,322 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,473,732 | 20,789 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,555,816 | 21,702 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,889,837 | 22,357 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,476,034 | 20,845 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,178,436 | 18,439 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,085,363 | 17,869 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,064,677 | 18,584 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,352,220 | 18,224 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,392,604 | 18,067 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,281,755 | 15,332 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,152,548 | 14,699 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,095,052 | 14,137 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,148,667 | 13,560 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,254,851 | 13,441 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,033,951 | 13,168 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $877,161 | 11,970 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $872,690 | 11,542 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $880,590 | 11,414 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,938,805 | 10,588 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $596,582 | 2,484 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $594,572 | 2,471 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||