Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,472,078
-$73,909 QoQ
Shares Held
16,772
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,380
of 2,988 holders
Holding Since
Sep 2020
23 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, 2026Keystone Financial Group holds $8,532,558 across 10 Utilities - Regulated Electric names. NEE ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,585 | $1,593,009 | |
| 2 | D |
Dominion Energy, Inc
|
22,438 | $1,532,291 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
16,772 | $1,472,078 | |
| 4 | SO |
Southern Co
|
13,698 | $1,311,035 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,331 | $1,002,954 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,609 | $538,192 | |
| 7 | EVRG |
Evergy, Inc.
|
4,342 | $375,279 | |
| 8 | FE |
Firstenergy Corp
|
5,579 | $265,225 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,472,078 | 16,772 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,545,987 | 16,645 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,341,478 | 16,710 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,249,359 | 16,550 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,063,236 | 15,316 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,079,512 | 15,228 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,071,837 | 14,951 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,163,555 | 13,765 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $772,820 | 10,914 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $710,359 | 11,115 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $546,477 | 8,997 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $520,766 | 9,090 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $501,221 | 6,755 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $554,518 | 6,633 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $480,810 | 6,132 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $473,590 | 6,114 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $353,240 | 4,170 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $384,736 | 4,121 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $320,832 | 4,086 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $300,594 | 4,102 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $299,869 | 3,966 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $289,466 | 3,752 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $257,575 | 928 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||