Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,116,046
-$122,640 QoQ
Shares Held
24,109
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,159
of 2,997 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, 2026Clearstead Trust, LLC holds $6,910,406 across 22 Utilities - Regulated Electric names. NEE ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
18,600 | $2,171,922 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
24,109 | $2,116,046 | |
| 3 | ED |
Consolidated Edison Inc
|
8,200 | $907,166 | |
| 4 | SO |
Southern Co
|
7,271 | $695,907 | |
| 5 | DUK |
Duke Energy CORP
|
2,705 | $342,398 | |
| 6 | AEE |
Ameren Corp
|
2,053 | $232,071 | |
| 7 | ETR |
Entergy Corp /De/
|
850 | $97,631 | |
| 8 | EXC |
Exelon Corp
|
1,591 | $74,172 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,116,046 | 24,109 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,238,686 | 24,103 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,957,627 | 24,385 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,824,744 | 24,172 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,697,319 | 24,450 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,686,685 | 23,793 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,703,497 | 23,762 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,462,876 | 17,306 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,285,201 | 18,150 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,157,985 | 18,119 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,152,602 | 18,976 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,092,291 | 19,066 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,872,659 | 25,238 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,943,186 | 25,210 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,633,051 | 67,381 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,128,406 | 65,405 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,679,427 | 47,501 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,850,577 | 45,456 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,016,907 | 43,026 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,422,843 | 43,592 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,375,905 | 18,776 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,399,994 | 18,516 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,257,545 | 16,300 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,126,893 | 4,060 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $977,491 | 4,070 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,787,823 | 11,586 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||