Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,102,896
-$224,476 QoQ
Shares Held
46,746
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#872
of 3,000 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $9,865,110 across 8 Utilities - Regulated Electric names. NEE ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
46,746 | $4,102,896 | |
| 2 | ED |
Consolidated Edison Inc
|
22,363 | $2,474,018 | |
| 3 | DUK |
Duke Energy CORP
|
6,366 | $805,808 | |
| 4 | D |
Dominion Energy, Inc
|
10,901 | $744,429 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,830 | $523,982 | |
| 6 | NGG |
National Grid PLC
|
5,734 | $475,176 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,156 | $418,460 | |
| 8 | SO |
Southern Co
|
3,347 | $320,341 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,102,896 | 46,746 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,327,372 | 46,591 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,412,783 | 42,511 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,983,138 | 39,517 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,629,560 | 37,879 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,451,447 | 34,581 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,250,134 | 31,387 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,438,605 | 28,849 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,075,653 | 29,313 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,863,104 | 29,152 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,541,095 | 25,372 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,487,878 | 25,971 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,886,980 | 25,431 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,959,836 | 25,426 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,084,231 | 24,931 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,943,940 | 24,792 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,834,175 | 23,679 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,001,782 | 23,631 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,215,152 | 23,727 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,799,678 | 22,920 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,679,577 | 22,920 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,732,981 | 22,920 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,779,079 | 23,060 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,610,403 | 5,802 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,393,466 | 5,802 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,425,914 | 5,926 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||