Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$483,261
-$28,136 QoQ
Shares Held
5,506
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,090
of 3,000 holders
Holding Since
Mar 2022
18 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, 2026Sather Financial Group Inc holds $845,532 across 2 Utilities - Regulated Electric names. NEE ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,506 | $483,261 | |
| 2 | DUK |
Duke Energy CORP
|
2,862 | $362,271 |
All Filings in NEE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,261 | 5,506 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $511,397 | 5,506 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $442,021 | 5,506 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $404,777 | 5,362 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $367,926 | 5,300 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $375,717 | 5,300 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $379,957 | 5,300 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $448,009 | 5,300 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $375,293 | 5,300 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $338,723 | 5,300 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $321,922 | 5,300 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $303,637 | 5,300 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,431,763 | 19,296 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,487,721 | 19,301 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,613,563 | 19,301 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $442,232 | 5,640 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $435,247 | 5,619 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $449,386 | 5,305 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||