Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$398,914
-$150,656 QoQ
Shares Held
4,545
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,240
of 2,997 holders
Holding Since
Sep 2025
3 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, 2026Johnson Financial Group, LLC holds $623,989 across 2 Utilities - Regulated Electric names. NEE ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,545 | $398,914 | |
| 2 | TXNM |
Txnm Energy Inc
|
3,964 | $225,075 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,914 | 4,545 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $549,570 | 5,917 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $309,433 | 4,099 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||