Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,978,489
-$512,948 QoQ
Shares Held
56,722
-4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#791
of 2,988 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. NEE ranks #1 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,978,489 | 56,722 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,491,437 | 59,124 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,691,001 | 58,433 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,320,141 | 57,228 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,150,482 | 59,788 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,873,216 | 54,637 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,785,590 | 52,805 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,409,676 | 52,167 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,941,518 | 41,541 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,867,513 | 44,868 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,203,404 | 36,276 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,306,266 | 40,256 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,704,064 | 49,920 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,978,833 | 38,646 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,208,461 | 26,417 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,904,500 | 24,289 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,716,048 | 22,154 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,851,591 | 21,858 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,119,925 | 22,707 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,456,388 | 18,548 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,372,586 | 32,377 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,734,493 | 22,940 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,674,155 | 21,700 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,390,575 | 5,010 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $940,265 | 3,915 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,256,517 | 5,222 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||