Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,504,313
-$420,975 QoQ
Shares Held
119,680
+1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#561
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. NEE ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
119,680 | $10,504,313 | |
| 2 | SO |
Southern Co
|
34,256 | $3,278,641 | |
| 3 | AEP |
American Electric Power Co Inc
|
23,590 | $3,227,347 | |
| 4 | DUK |
Duke Energy CORP
|
20,484 | $2,592,864 | |
| 5 | D |
Dominion Energy, Inc
|
32,322 | $2,207,269 | |
| 6 | ED |
Consolidated Edison Inc
|
14,020 | $1,551,032 | |
| 7 | EXC |
Exelon Corp
|
29,638 | $1,381,723 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
12,259 | $994,940 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,504,313 | 119,680 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,925,288 | 117,628 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $9,292,971 | 115,757 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $9,806,679 | 129,907 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,856,553 | 69,959 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,832,500 | 68,169 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,783,802 | 66,729 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,347,885 | 51,436 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,735,085 | 52,748 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,959,671 | 61,957 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,727,211 | 77,827 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,307,520 | 75,188 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,358,575 | 72,218 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,717,609 | 35,257 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,925,498 | 34,994 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $2,512,570 | 32,044 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $2,386,465 | 30,809 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,549,093 | 30,092 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,900,975 | 31,073 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,150,348 | 27,386 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,073,237 | 28,292 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,332,341 | 30,847 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,317,740 | 30,042 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,007,869 | 7,234 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,661,736 | 6,919 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,635,494 | 6,797 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||