Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,026,470
-$59,018 QoQ
Shares Held
11,695
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,596
of 2,999 holders
Holding Since
Dec 2020
23 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, 2026WIMMER ASSOCIATES 1, LLC holds $1,405,323 across 2 Utilities - Regulated Electric names. NEE ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
11,695 | $1,026,470 | |
| 2 | DUK |
Duke Energy CORP
|
2,993 | $378,853 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,470 | 11,695 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,085,488 | 11,687 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $327,542 | 4,080 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $283,087 | 3,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $260,325 | 3,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $265,837 | 3,750 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $273,138 | 3,810 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $316,987 | 3,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $265,537 | 3,750 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $239,662 | 3,750 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $230,812 | 3,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $235,576 | 4,112 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $293,906 | 3,961 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $303,309 | 3,935 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $317,680 | 3,800 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $297,958 | 3,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $305,192 | 3,940 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $333,333 | 3,935 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $360,369 | 3,860 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $316,828 | 4,035 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $288,356 | 3,935 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $294,122 | 3,890 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $297,027 | 3,850 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||