Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$377,411
-$21,973 QoQ
Shares Held
4,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,282
of 3,000 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, 2026Peak Asset Management, LLC holds $907,020 across 3 Utilities - Regulated Electric names. NEE ranks #1 (41.6% of the industry book) .
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,411 | 4,300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $399,384 | 4,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $343,919 | 4,284 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $323,399 | 4,284 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $297,395 | 4,284 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $313,475 | 4,422 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $383,326 | 5,347 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $451,981 | 5,347 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $378,621 | 5,347 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $341,726 | 5,347 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $324,776 | 5,347 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $342,307 | 5,975 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $814,345 | 10,975 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $805,871 | 10,455 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $787,679 | 9,422 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $738,779 | 9,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $719,138 | 9,284 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $362,897 | 4,284 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $399,954 | 4,284 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $336,379 | 4,284 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $313,931 | 4,284 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $323,913 | 4,284 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $330,510 | 4,284 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $297,266 | 1,071 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $257,222 | 1,071 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $257,704 | 1,071 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||