Position in NEE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,131,356
+$661,542 QoQ
Shares Held
33,714
+9.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Gryphon Financial Partners LLC holds $9,096,040 across 6 Utilities - Regulated Electric names. NEE ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
30,923 | $4,053,386 | |
| 2 | NEE |
Nextera Energy Inc
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|
33,714 | $3,131,356 | |
| 3 | DUK |
Duke Energy CORP
|
7,309 | $957,040 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
3,056 | $353,793 | |
| 5 | KEP |
Korea Electric Power Corp
|
22,204 | $316,407 | |
| 6 | SO |
Southern Co
|
2,943 | $284,058 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,131,356 | 33,714 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,469,814 | 30,765 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,071,521 | 27,441 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,781,871 | 25,668 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,469,193 | 20,725 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,356,302 | 18,919 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,485,866 | 17,578 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,149,315 | 16,231 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $863,295 | 13,508 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $739,873 | 12,181 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $466,053 | 8,135 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $622,612 | 8,391 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $690,096 | 8,953 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $773,884 | 9,257 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $703,258 | 8,969 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $676,146 | 8,729 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $646,250 | 7,629 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $725,219 | 7,768 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $610,335 | 7,773 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $513,324 | 7,005 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $552,254 | 7,304 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $553,627 | 7,176 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $500,716 | 1,804 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $384,271 | 1,600 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $420,362 | 1,747 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||