Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,918
-$30,113 QoQ
Shares Held
113
-73.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,942
of 2,997 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. NEE ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
737 | $54,869 | |
| 2 | DUK |
Duke Energy CORP
|
211 | $26,708 | |
| 3 | EXC |
Exelon Corp
|
354 | $16,503 | |
| 4 | AEP |
American Electric Power Co Inc
|
102 | $13,954 | |
| 5 | NGG |
National Grid PLC
|
159 | $13,176 | |
| 6 | ED |
Consolidated Edison Inc
|
115 | $12,722 | |
| 7 | NEE |
Nextera Energy Inc
This page
|
113 | $9,918 | |
| 8 | KEP |
Korea Electric Power Corp
|
744 | $9,002 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,918 | 113 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $40,031 | 431 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $33,797 | 421 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $29,063 | 385 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $23,949 | 345 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $26,512 | 374 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $28,030 | 391 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $17,075 | 202 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $32,006 | 452 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $28,887 | 452 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $31,767 | 523 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $35,004 | 611 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $45,336 | 611 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $47,095 | 611 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $51,079 | 611 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $46,261 | 590 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $45,701 | 590 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $46,929 | 554 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $67,125 | 719 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $68,547 | 873 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $63,973 | 873 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $42,492 | 562 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $39,732 | 515 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $8,743 | 126 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $6,724 | 112 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $6,737 | 112 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||