Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,342,529
+$152,087 QoQ
Shares Held
15,296
+19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,442
of 3,000 holders
Holding Since
Mar 2023
14 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, 2026BIP Wealth, LLC holds $7,656,652 across 9 Utilities - Regulated Electric names. NEE ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
31,963 | $3,059,178 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
15,296 | $1,342,529 | |
| 3 | DUK |
Duke Energy CORP
|
6,858 | $868,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,683 | $777,491 | |
| 5 | ED |
Consolidated Edison Inc
|
4,290 | $474,602 | |
| 6 | XEL |
Xcel Energy Inc
|
4,331 | $347,779 | |
| 7 | D |
Dominion Energy, Inc
|
4,545 | $310,378 | |
| 8 | EXC |
Exelon Corp
|
5,637 | $262,796 |
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,342,529 | 15,296 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,190,442 | 12,817 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,063,228 | 13,244 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $471,057 | 6,240 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $315,791 | 4,549 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $359,908 | 5,077 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $374,150 | 5,219 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $328,229 | 3,883 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $254,703 | 3,597 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $249,057 | 3,897 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $238,708 | 3,930 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $264,908 | 4,624 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $401,867 | 5,416 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $487,915 | 6,330 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||