Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,624,498
-$25,368 QoQ
Shares Held
29,902
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,050
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, 2026Composition Wealth, LLC holds $10,231,752 across 20 Utilities - Regulated Electric names. NEE ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
29,902 | $2,624,498 | |
| 2 | SO |
Southern Co
|
21,889 | $2,094,996 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,881 | $804,579 | |
| 4 | D |
Dominion Energy, Inc
|
7,995 | $545,978 | |
| 5 | EVRG |
Evergy, Inc.
|
5,751 | $497,058 | |
| 6 | DUK |
Duke Energy CORP
|
3,885 | $491,763 | |
| 7 | ED |
Consolidated Edison Inc
|
3,411 | $377,358 | |
| 8 | EXC |
Exelon Corp
|
6,419 | $299,253 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,624,498 | 29,902 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,649,866 | 28,530 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,331,331 | 29,040 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,291,725 | 30,358 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,592,286 | 22,937 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,072,211 | 15,125 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $921,144 | 12,849 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,094,663 | 12,950 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $871,387 | 12,306 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $800,089 | 12,519 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $734,893 | 12,099 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,397,933 | 24,401 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,838,379 | 24,776 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,913,973 | 24,831 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,013,422 | 24,084 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,369,079 | 30,214 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,616,280 | 20,866 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,138,419 | 25,244 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $12,249,952 | 131,212 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $10,094,060 | 128,554 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,419,924 | 128,547 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $10,013,485 | 132,436 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $10,208,950 | 132,326 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $9,364,041 | 33,737 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,417,890 | 30,886 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,535,753 | 35,474 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||