Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,539,100
+$11,348,301 QoQ
Shares Held
165,650
+382.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#466
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, 2026Brookstone Capital Management holds $106,991,323 across 21 Utilities - Regulated Electric names. NEE ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
347,645 | $25,124,304 | |
| 2 | EIX |
Edison International
|
325,771 | $24,253,650 | |
| 3 | SO |
Southern Co
|
176,901 | $16,931,194 | |
| 4 | NEE |
Nextera Energy Inc
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|
165,650 | $14,539,100 | |
| 5 | DUK |
Duke Energy CORP
|
38,750 | $4,904,975 | |
| 6 | AEP |
American Electric Power Co Inc
|
29,119 | $3,983,770 | |
| 7 | EXC |
Exelon Corp
|
65,337 | $3,046,010 | |
| 8 | ED |
Consolidated Edison Inc
|
26,423 | $2,923,176 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,539,100 | 165,650 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,190,799 | 34,354 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,763,157 | 34,419 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,569,906 | 34,043 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,327,583 | 33,529 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,534,813 | 35,757 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,269,147 | 87,448 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,493,002 | 76,813 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,364,140 | 75,754 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,547,324 | 71,152 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,606,437 | 59,375 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,304,945 | 57,688 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,676,920 | 22,600 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,984,116 | 25,741 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,140,494 | 25,604 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,337,950 | 29,817 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,070,273 | 26,727 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,429,821 | 28,684 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,253,803 | 24,141 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $2,121,453 | 27,018 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,025,898 | 27,646 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,063,076 | 14,060 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $803,131 | 10,410 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,348,664 | 4,859 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $928,016 | 3,864 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $865,269 | 3,596 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||