Position in NEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,022,344
-$51,163 QoQ
Shares Held
11,648
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,593
of 2,988 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, 2026Successful Portfolios LLC holds $4,894,249 across 7 Utilities - Regulated Electric names. NEE ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
15,407 | $1,950,218 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
11,648 | $1,022,344 | |
| 3 | SO |
Southern Co
|
7,975 | $763,287 | |
| 4 | ETR |
Entergy Corp /De/
|
2,881 | $330,911 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,732 | $319,015 | |
| 6 | PPL |
PPL Corp
|
7,264 | $264,046 | |
| 7 | EXC |
Exelon Corp
|
5,243 | $244,428 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,344 | 11,648 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,073,507 | 11,558 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,060,017 | 13,204 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $895,160 | 11,858 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $781,044 | 11,251 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $797,512 | 11,250 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $806,369 | 11,248 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $952,653 | 11,270 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $808,154 | 11,413 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $793,698 | 12,419 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $754,815 | 12,427 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $715,723 | 12,493 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $929,280 | 12,524 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,211,851 | 15,722 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,335,092 | 15,970 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,228,998 | 15,674 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,211,242 | 15,637 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,225,414 | 14,466 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,351,012 | 14,471 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,136,184 | 14,470 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,060,288 | 14,469 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,061,413 | 14,038 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,061,429 | 13,758 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,009,485 | 3,637 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $875,899 | 3,647 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $853,479 | 3,547 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||