Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,899,957
+$17,466 QoQ
Shares Held
21,647
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,224
of 2,997 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)
Derivatives in NEE
reported options exposure · as of Sep 30, 2022CallValue
$62,728
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Segment Wealth Management, LLC holds $8,257,605 across 11 Utilities - Regulated Electric names. NEE ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
21,647 | $1,899,957 | |
| 2 | DUK |
Duke Energy CORP
|
11,622 | $1,471,112 | |
| 3 | ETR |
Entergy Corp /De/
|
8,134 | $934,271 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,401 | $630,674 | |
| 5 | XEL |
Xcel Energy Inc
|
7,280 | $584,584 | |
| 6 | EXC |
Exelon Corp
|
12,505 | $582,983 | |
| 7 | CMS |
Cms Energy Corp
|
7,433 | $568,624 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,906 | $479,330 |
All Filings in NEE
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899,957 | 21,647 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,882,491 | 20,268 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,675,925 | 20,876 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,591,555 | 21,083 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,612,696 | 23,231 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,610,408 | 22,717 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,327,555 | 18,518 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,653,237 | 19,558 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,348,576 | 19,045 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,018,725 | 15,940 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $960,906 | 15,820 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,819,394 | 153,943 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $11,862,650 | 159,874 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $12,208,855 | 158,392 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $13,112,242 | 156,845 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $62,728 | 800 | Call | Sole | 2022-10-24 | |
| 2022-09-30 | $12,167,977 | 155,184 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $11,656,568 | 150,485 | Shares | Sole | 2022-07-20 | |
| 2022-06-30 | $61,968 | 800 | Call | Sole | 2022-07-20 | |
| 2022-03-31 | $59,297 | 700 | Call | Sole | 2022-04-25 | |
| 2022-03-31 | $12,292,268 | 145,110 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $65,352 | 700 | Call | Sole | 2022-01-24 | |
| 2021-12-31 | $12,506,412 | 133,959 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $10,239,714 | 130,409 | Shares | Sole | 2021-10-19 | |
| 2021-09-30 | $54,964 | 700 | Call | Sole | 2021-10-19 | |
| 2021-06-30 | $9,194,001 | 125,464 | Shares | Sole | 2021-07-20 | |
| 2021-06-30 | $51,296 | 700 | Call | Sole | 2021-07-20 | |
| 2021-03-31 | $8,990,482 | 118,906 | Shares | Sole | 2021-05-10 | |
| 2021-03-31 | $52,927 | 700 | Call | Sole | 2021-05-10 | |
| 2020-12-31 | $8,901,567 | 115,380 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $8,204,118 | 29,558 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,736,288 | 28,048 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,589,054 | 6,604 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||