Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,987,814
-$113,502 QoQ
Shares Held
22,648
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,190
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $8,686,514 across 18 Utilities - Regulated Electric names. NEE ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
51,599 | $4,938,539 | |
| 2 | NEE |
Nextera Energy Inc
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|
22,648 | $1,987,814 | |
| 3 | DUK |
Duke Energy CORP
|
4,162 | $526,825 | |
| 4 | ETR |
Entergy Corp /De/
|
1,410 | $161,952 | |
| 5 | LNT |
Alliant Energy Corp
|
1,828 | $139,457 | |
| 6 | ED |
Consolidated Edison Inc
|
1,220 | $134,968 | |
| 7 | AEP |
American Electric Power Co Inc
|
965 | $132,021 | |
| 8 | CMS |
Cms Energy Corp
|
1,495 | $114,367 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,987,814 | 22,648 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,101,316 | 22,624 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,781,812 | 22,195 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,660,024 | 21,990 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,526,754 | 21,993 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,686,968 | 23,797 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,622,774 | 22,636 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,940,555 | 22,957 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,533,248 | 21,653 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,391,000 | 21,765 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,523,116 | 25,076 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,718,413 | 29,995 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,236,387 | 30,140 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,442,356 | 31,686 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,557,574 | 30,593 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,407,970 | 30,710 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,364,155 | 30,521 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,585,433 | 30,521 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,970,808 | 31,821 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,399,413 | 30,558 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,270,654 | 30,986 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,312,606 | 30,586 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,306,476 | 29,896 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,100,850 | 7,569 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,816,164 | 7,562 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,814,515 | 7,541 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||