Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,962,976
-$140,848 QoQ
Shares Held
22,365
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,206
of 3,000 holders
Holding Since
Dec 2024
7 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, 2026True North Advisors, LLC holds $2,461,008 across 2 Utilities - Regulated Electric names. NEE ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
22,365 | $1,962,976 | |
| 2 | ETR |
Entergy Corp /De/
|
4,336 | $498,032 |
All Filings in NEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,962,976 | 22,365 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,103,824 | 22,651 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,941,009 | 24,178 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,648,173 | 21,833 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,620,123 | 23,338 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,438,403 | 34,397 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,015,281 | 42,060 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||