Position in NEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,447,327
-$48,412 QoQ
Shares Held
16,490
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,403
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, 2026Plancorp, LLC holds $4,813,823 across 7 Utilities - Regulated Electric names. NEE ranks #1 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
16,490 | $1,447,327 | |
| 2 | AEE |
Ameren Corp
|
12,673 | $1,432,555 | |
| 3 | SO |
Southern Co
|
8,208 | $785,587 | |
| 4 | ETR |
Entergy Corp /De/
|
3,901 | $448,068 | |
| 5 | DUK |
Duke Energy CORP
|
2,065 | $261,387 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,958 | $228,635 | |
| 7 | D |
Dominion Energy, Inc
|
3,079 | $210,264 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,447,327 | 16,490 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,495,739 | 16,104 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,285,764 | 16,016 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,232,902 | 16,332 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,119,675 | 16,129 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,145,157 | 16,154 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,142,451 | 15,936 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,263,892 | 14,952 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,054,785 | 14,896 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $935,386 | 14,636 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $824,363 | 13,572 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $812,372 | 14,180 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,013,720 | 13,662 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $963,885 | 12,505 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $989,071 | 11,831 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $936,293 | 11,941 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $900,395 | 11,624 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $959,849 | 11,331 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,055,248 | 11,303 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $891,673 | 11,356 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $798,092 | 10,891 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $833,600 | 11,025 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $863,385 | 11,191 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $712,774 | 2,568 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $415,013 | 1,728 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $387,157 | 1,609 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||