Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,184,522
-$431,706 QoQ
Shares Held
47,676
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#862
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $16,108,587 across 18 Utilities - Regulated Electric names. NEE ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
47,676 | $4,184,522 | |
| 2 | DUK |
Duke Energy CORP
|
17,476 | $2,212,112 | |
| 3 | SO |
Southern Co
|
22,829 | $2,184,963 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,264 | $993,787 | |
| 5 | NGG |
National Grid PLC
|
10,445 | $865,577 | |
| 6 | ED |
Consolidated Edison Inc
|
6,035 | $667,652 | |
| 7 | ETR |
Entergy Corp /De/
|
4,729 | $543,172 | |
| 8 | ES |
Eversource Energy
|
6,845 | $494,688 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,184,522 | 47,676 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,616,228 | 49,701 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,427,153 | 42,690 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,808,907 | 37,209 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,432,407 | 35,039 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,253,167 | 31,784 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,219,952 | 30,966 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,498,115 | 29,553 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,871,295 | 26,427 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,278,903 | 20,011 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,228,466 | 20,225 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,189,340 | 20,760 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $949,389 | 12,795 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,010,672 | 13,112 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,354,654 | 16,204 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,339,205 | 29,833 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,206,052 | 15,570 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,187,464 | 14,018 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,158,597 | 12,410 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $807,656 | 10,286 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $519,262 | 7,086 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $521,633 | 6,899 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $439,677 | 5,699 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $347,227 | 1,251 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $270,431 | 1,126 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $373,682 | 1,553 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||