Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,492,528
-$93,118 QoQ
Shares Held
17,005
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,383
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $12,374,382 across 8 Utilities - Regulated Electric names. NEE ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
72,692 | $6,957,351 | |
| 2 | DUK |
Duke Energy CORP
|
17,668 | $2,236,415 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
17,005 | $1,492,528 | |
| 4 | EIX |
Edison International
|
6,858 | $510,578 | |
| 5 | IDA |
Idacorp Inc
|
2,441 | $369,323 | |
| 6 | ETR |
Entergy Corp /De/
|
2,563 | $294,386 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,110 | $288,669 | |
| 8 | ED |
Consolidated Edison Inc
|
2,035 | $225,132 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,492,528 | 17,005 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,585,646 | 17,072 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,362,993 | 16,978 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,299,408 | 17,213 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,234,286 | 17,780 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $1,410,994 | 19,904 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $1,385,766 | 19,330 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $1,732,864 | 20,500 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $1,459,393 | 20,610 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $1,175,240 | 18,389 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $1,117,919 | 18,405 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $1,005,955 | 17,559 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $1,302,506 | 17,554 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,254,553 | 16,276 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,365,605 | 16,335 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,288,511 | 16,433 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,249,506 | 16,131 | Shares | Sole | 2022-11-18 | |
| 2022-03-31 | $1,373,232 | 16,211 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,435,969 | 15,381 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,207,716 | 15,381 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,078,094 | 14,712 | Shares | Sole | 2021-11-08 | |
| 2021-03-31 | $1,117,061 | 14,774 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,181,165 | 15,310 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,065,830 | 3,840 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $939,064 | 3,910 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $719,453 | 2,990 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||