Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,058,857
-$17,715 QoQ
Shares Held
12,064
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,573
of 3,000 holders
Holding Since
Dec 2021
19 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, 2026L2 Asset Management, LLC holds $4,933,205 across 12 Utilities - Regulated Electric names. NEE ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
12,064 | $1,058,857 | |
| 2 | SO |
Southern Co
|
6,417 | $614,171 | |
| 3 | DUK |
Duke Energy CORP
|
4,679 | $592,267 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,483 | $476,509 | |
| 5 | ETR |
Entergy Corp /De/
|
3,032 | $348,255 | |
| 6 | D |
Dominion Energy, Inc
|
5,022 | $342,952 | |
| 7 | XEL |
Xcel Energy Inc
|
3,563 | $286,108 | |
| 8 | EXC |
Exelon Corp
|
5,851 | $272,773 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,857 | 12,064 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,076,572 | 11,591 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $855,704 | 10,659 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $742,066 | 9,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $640,885 | 9,232 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $623,832 | 8,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $570,580 | 7,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $686,806 | 8,125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $555,929 | 7,851 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $458,490 | 7,174 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $399,790 | 6,582 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,405 | 234 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $386,359 | 5,207 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $363,355 | 4,714 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $377,203 | 4,512 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $308,072 | 3,929 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $266,694 | 3,443 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $285,642 | 3,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $264,115 | 2,829 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||