Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,204,255
-$209,510 QoQ
Shares Held
25,114
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,138
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, 2026Stratos Investment Management, LLC holds $12,941,848 across 8 Utilities - Regulated Electric names. NEE ranks #4 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
26,861 | $2,971,632 | |
| 2 | EXC |
Exelon Corp
|
62,803 | $2,927,875 | |
| 3 | DUK |
Duke Energy CORP
|
18,601 | $2,354,514 | |
| 4 | NEE |
Nextera Energy Inc
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|
25,114 | $2,204,255 | |
| 5 | XEL |
Xcel Energy Inc
|
13,264 | $1,065,099 | |
| 6 | CNP |
Centerpoint Energy Inc
|
19,081 | $840,327 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,494 | $341,204 | |
| 8 | TXNM |
Txnm Energy Inc
|
4,173 | $236,942 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,204,255 | 25,114 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,413,765 | 25,988 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,057,255 | 25,626 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,981,310 | 26,246 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,809,015 | 26,059 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,135,271 | 72,440 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,191,069 | 58,461 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,119,390 | 60,563 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,186,924 | 59,129 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,519,076 | 70,710 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,506,202 | 90,652 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,111,070 | 89,214 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,022,685 | 40,737 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,992,245 | 38,820 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,880,103 | 34,451 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,104,994 | 26,846 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,205,131 | 28,468 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,366,882 | 27,941 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,596,621 | 27,813 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,213,400 | 28,189 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,515,870 | 20,686 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,424,643 | 18,842 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,480,739 | 19,193 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,173,523 | 4,228 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,201,330 | 5,002 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,036,109 | 4,306 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||