Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$275,510
-$109,198 QoQ
Shares Held
3,139
-24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,470
of 3,000 holders
Holding Since
Sep 2020
24 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, 2026Holistic Financial Partners holds $569,555 across 2 Utilities - Regulated Electric names. NEE ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,323 | $294,045 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
3,139 | $275,510 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,510 | 3,139 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $384,708 | 4,142 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $328,024 | 4,086 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $307,395 | 4,072 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $208,121 | 2,998 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $260,591 | 3,676 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $292,710 | 4,083 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $327,215 | 3,871 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $337,551 | 4,767 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $286,764 | 4,487 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $259,238 | 4,268 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $258,320 | 4,509 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $309,265 | 4,168 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $343,853 | 4,461 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $397,518 | 4,755 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $373,937 | 4,769 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $349,576 | 4,513 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $423,041 | 4,994 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $467,826 | 5,011 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $377,053 | 4,802 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $351,890 | 4,802 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $291,552 | 3,856 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $284,374 | 3,686 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $253,689 | 914 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||