Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,834,480
+$17,283 QoQ
Shares Held
20,901
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,250
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Beaton Management Co. Inc. holds $3,937,545 across 6 Utilities - Regulated Electric names. NEE ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
20,901 | $1,834,480 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,088 | $827,665 | |
| 3 | DUK |
Duke Energy CORP
|
3,560 | $450,624 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,691 | $368,155 | |
| 5 | ED |
Consolidated Edison Inc
|
2,223 | $245,930 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,596 | $210,691 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,834,480 | 20,901 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,817,197 | 19,565 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,581,516 | 19,700 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,487,153 | 19,700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,367,574 | 19,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,396,533 | 19,700 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,412,293 | 19,700 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,665,241 | 19,700 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,394,957 | 19,700 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,259,027 | 19,700 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,222,392 | 20,125 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,152,961 | 20,125 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,474,947 | 19,878 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,544,529 | 20,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,689,054 | 20,204 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $308,308 | 3,932 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $304,572 | 3,932 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,813,132 | 21,404 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,998,277 | 21,404 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,688,494 | 21,504 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,565,553 | 21,364 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,638,015 | 21,664 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,775,530 | 23,014 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,642,044 | 5,916 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,420,845 | 5,916 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,423,507 | 5,916 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||