Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,379,568
+$184,110 QoQ
Shares Held
15,718
+22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,419
of 2,993 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, 2026NorthRock Partners, LLC holds $9,302,638 across 11 Utilities - Regulated Electric names. NEE ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
21,955 | $2,101,313 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
15,718 | $1,379,568 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,116 | $1,064,475 | |
| 4 | PCG |
PG&E Corp
|
57,574 | $968,394 | |
| 5 | XEL |
Xcel Energy Inc
|
11,865 | $952,759 | |
| 6 | MGEE |
Mge Energy Inc
|
9,369 | $763,948 | |
| 7 | DUK |
Duke Energy CORP
|
5,504 | $696,696 | |
| 8 | ES |
Eversource Energy
|
5,538 | $400,231 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,379,568 | 15,718 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,195,458 | 12,871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $877,861 | 10,935 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,405,262 | 31,862 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,928,626 | 27,782 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,952,877 | 27,548 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,932,332 | 26,954 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $2,469,121 | 29,210 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $2,073,670 | 29,285 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $1,545,663 | 24,185 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $1,586,589 | 26,121 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $856,943 | 14,958 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $693,176 | 9,342 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $797,238 | 10,343 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,031,373 | 12,337 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $829,420 | 10,578 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $632,228 | 8,162 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $558,577 | 6,594 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $950,311 | 10,179 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $619,758 | 7,893 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $447,374 | 6,105 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $397,330 | 5,255 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $456,728 | 5,920 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,654,535 | 5,961 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $391,957 | 1,632 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $388,841 | 1,616 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||