Position in NEE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$437,743
-$29,245 QoQ
Shares Held
4,713
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 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 Mar 31, 2026West Family Investments, Inc. holds $4,849,244 across 10 Utilities - Regulated Electric names. NEE ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
10,635 | $1,026,490 | |
| 2 | ED |
Consolidated Edison Inc
|
9,048 | $1,024,052 | |
| 3 | DUK |
Duke Energy CORP
|
7,087 | $927,971 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
3,853 | $446,061 | |
| 5 | NEE |
Nextera Energy Inc
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|
4,713 | $437,743 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,183 | $286,147 | |
| 7 | FTS |
Fortis Inc.
|
3,821 | $213,173 | |
| 8 | D |
Dominion Energy, Inc
|
3,370 | $208,333 |
All Filings in NEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,743 | 4,713 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $466,988 | 5,817 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $567,382 | 7,516 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $379,172 | 5,462 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $202,320 | 2,854 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $237,150 | 3,308 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $506,503 | 5,992 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $292,303 | 4,128 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $393,291 | 6,475 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $289,127 | 3,751 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $371,936 | 4,449 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $211,550 | 2,698 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $451,927 | 5,335 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,230,764 | 13,183 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $825,402 | 10,512 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $880,092 | 12,010 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||