MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in NEE — Nextera Energy Inc
CIK 1607355
GLASTONBURY, CT
Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,389,679
-$909,646 QoQ
Shares Held
175,341
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
9.17%
of 13F equity value
Holder Rank
#452
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $18,402,633 across 17 Utilities - Regulated Electric names. NEE ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
175,341 | $15,389,679 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,800 | $1,203,928 | |
| 3 | DUK |
Duke Energy CORP
|
2,584 | $327,082 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
4,000 | $324,640 | |
| 5 | OGE |
Oge Energy Corp.
|
6,600 | $321,156 | |
| 6 | ED |
Consolidated Edison Inc
|
2,800 | $309,764 | |
| 7 | LNT |
Alliant Energy Corp
|
2,150 | $164,023 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
840 | $98,086 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,389,679 | 175,341 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,299,325 | 175,488 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $14,727,366 | 183,450 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,831,428 | 183,222 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,836,035 | 184,904 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,166,612 | 185,733 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,609,701 | 189,841 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,099,837 | 190,463 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,649,193 | 192,758 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,476,382 | 195,218 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,854,261 | 195,164 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,236,746 | 196,138 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,496,157 | 195,366 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $15,314,408 | 198,682 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,599,699 | 198,561 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,585,790 | 198,773 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $15,341,650 | 198,059 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,826,879 | 198,641 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,739,686 | 200,725 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,728,576 | 200,313 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,809,888 | 202,100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,260,668 | 201,834 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $15,389,804 | 199,479 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,224,950 | 51,250 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,255,875 | 51,030 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $12,415,751 | 51,599 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||