Position in NEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,362,102
+$1,107,147 QoQ
Shares Held
15,519
+465.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,428
of 2,993 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, 2026Proficio Capital Partners LLC holds $6,308,502 across 14 Utilities - Regulated Electric names. NEE ranks #1 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
15,519 | $1,362,102 | |
| 2 | EIX |
Edison International
|
11,312 | $842,178 | |
| 3 | PCG |
PG&E Corp
|
37,017 | $622,625 | |
| 4 | ES |
Eversource Energy
|
6,625 | $478,788 | |
| 5 | ETR |
Entergy Corp /De/
|
3,881 | $445,771 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,012 | $412,071 | |
| 7 | SO |
Southern Co
|
3,977 | $380,638 | |
| 8 | DUK |
Duke Energy CORP
|
2,698 | $341,512 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,102 | 15,519 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $254,955 | 2,745 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $218,843 | 2,726 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $222,846 | 2,952 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $975,906 | 14,058 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $984,449 | 13,887 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $946,236 | 13,199 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $593,569 | 7,022 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $895,109 | 12,641 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $762,446 | 11,930 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $647,792 | 10,665 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $693,953 | 12,113 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $924,903 | 12,465 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $945,154 | 12,262 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $980,795 | 11,732 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $787,628 | 10,045 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $747,876 | 9,655 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $776,451 | 9,166 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $865,447 | 9,270 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $739,815 | 9,422 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $723,859 | 9,878 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $712,624 | 9,425 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $468,531 | 6,073 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $401,074 | 1,445 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $307,417 | 1,280 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $341,680 | 1,420 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||