Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$11,256,326
-$932,502 QoQ
Shares Held
128,248
-2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#536
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, 2026McCollum Christoferson Group LLC holds $11,772,645 across 2 Utilities - Regulated Electric names. NEE ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
128,248 | $11,256,326 | |
| 2 | DUK |
Duke Energy CORP
|
4,079 | $516,319 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,256,326 | 128,248 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $12,188,828 | 131,232 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $9,317,296 | 116,060 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $8,882,681 | 117,667 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,229,810 | 118,551 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,428,821 | 118,900 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,491,322 | 118,445 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,042,164 | 118,800 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,417,892 | 118,880 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,840,478 | 122,680 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,366,972 | 121,287 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,093,762 | 123,822 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,456,419 | 127,445 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,882,041 | 128,205 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $11,010,956 | 131,710 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,438,958 | 133,133 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,391,878 | 134,158 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $11,390,784 | 134,468 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $12,579,606 | 134,743 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,527,333 | 134,072 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $9,750,416 | 133,057 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $10,043,276 | 132,830 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $10,214,737 | 132,401 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $9,134,499 | 32,910 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $7,895,348 | 32,874 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,028,045 | 33,364 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||