Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,112,536
+$1,669,592 QoQ
Shares Held
24,069
+404.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,156
of 2,988 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, 2026MV CAPITAL MANAGEMENT, INC. holds $3,095,528 across 27 Utilities - Regulated Electric names. NEE ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
24,069 | $2,112,536 | |
| 2 | DUK |
Duke Energy CORP
|
1,848 | $233,919 | |
| 3 | SO |
Southern Co
|
1,713 | $163,951 | |
| 4 | EVRG |
Evergy, Inc.
|
716 | $61,883 | |
| 5 | AEP |
American Electric Power Co Inc
|
401 | $54,860 | |
| 6 | D |
Dominion Energy, Inc
|
803 | $54,836 | |
| 7 | ED |
Consolidated Edison Inc
|
426 | $47,128 | |
| 8 | DTE |
Dte Energy Co
|
303 | $46,168 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,112,536 | 24,069 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $442,944 | 4,769 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $380,045 | 4,734 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $356,841 | 4,727 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $329,745 | 4,750 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $357,498 | 5,043 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $426,842 | 5,954 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $503,291 | 5,954 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $382,303 | 5,399 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $329,647 | 5,158 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $292,098 | 4,809 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $296,361 | 5,173 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $436,592 | 5,884 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $446,139 | 5,788 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $462,140 | 5,528 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $438,625 | 5,594 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $378,779 | 4,890 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $383,736 | 4,530 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $440,005 | 4,713 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $354,203 | 4,511 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $314,004 | 4,285 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $126,797 | 1,677 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $125,908 | 1,632 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $99,366 | 358 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $85,980 | 358 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $86,141 | 358 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||