Position in NEE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$603,594
-$58,083 QoQ
Shares Held
6,877
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,913
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Boltwood Capital Management holds $881,192 across 2 Utilities - Regulated Electric names. NEE ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
6,877 | $603,594 | |
| 2 | D |
Dominion Energy, Inc
|
4,065 | $277,598 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,594 | 6,877 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $661,677 | 7,124 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $569,827 | 7,098 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $547,377 | 7,251 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $521,066 | 7,506 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $525,082 | 7,407 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $540,184 | 7,535 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $638,624 | 7,555 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $542,050 | 7,655 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $486,035 | 7,605 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $481,668 | 7,930 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $436,549 | 7,620 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $581,728 | 7,840 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $608,161 | 7,890 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $646,228 | 7,730 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $599,444 | 7,645 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $585,597 | 7,560 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $636,172 | 7,510 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $724,473 | 7,760 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $579,870 | 7,385 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $454,336 | 6,200 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $468,782 | 6,200 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $493,760 | 6,400 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $444,096 | 1,600 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $384,272 | 1,600 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $421,085 | 1,750 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||