Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,863,531
+$1,102 QoQ
Shares Held
21,232
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#392
of 1,171 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 31%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Venturi Wealth Management, LLC holds $12,033,762 across 18 Utilities - Regulated Electric names. NEE ranks #1 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
21,232 | $1,863,531 | |
| 2 | SO |
Southern Co
|
14,699 | $1,406,841 | |
| 3 | ED |
Consolidated Edison Inc
|
7,921 | $876,299 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,248 | $846,348 | |
| 5 | CNP |
Centerpoint Energy Inc
|
18,974 | $835,614 | |
| 6 | NGG |
National Grid PLC
|
10,017 | $830,108 | |
| 7 | XEL |
Xcel Energy Inc
|
9,552 | $767,025 | |
| 8 | DUK |
Duke Energy CORP
|
6,017 | $761,631 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863,531 | 21,232 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,862,429 | 20,052 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $1,734,529 | 21,606 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,520,217 | 20,138 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,636,507 | 23,574 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $1,892,762 | 26,700 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,873,617 | 26,135 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,239,198 | 26,490 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,906,912 | 26,930 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,801,878 | 28,194 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,781,382 | 29,328 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,744,995 | 30,459 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,605,829 | 35,119 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,983,534 | 38,707 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,478,929 | 41,614 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,742,937 | 34,982 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,690,418 | 34,733 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,901,656 | 34,254 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,413,407 | 47,273 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,674,186 | 46,793 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,679,388 | 50,210 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,954,554 | 52,302 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $5,401,348 | 70,011 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $5,093,503 | 18,351 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,547,618 | 18,935 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,707,249 | 19,563 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||