Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,823,070
-$93,323 QoQ
Shares Held
20,771
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,256
of 3,000 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, 2026Bigelow Investment Advisors, LLC holds $2,779,635 across 2 Utilities - Regulated Electric names. NEE ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
20,771 | $1,823,070 | |
| 2 | DUK |
Duke Energy CORP
|
7,557 | $956,565 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,823,070 | 20,771 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,916,393 | 20,633 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,657,460 | 20,646 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,672,782 | 22,159 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,502,665 | 21,646 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,542,495 | 21,759 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,506,493 | 21,014 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,919,591 | 22,709 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,608,307 | 22,713 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $1,468,204 | 22,973 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,353,347 | 22,281 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,402,115 | 24,474 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,816,416 | 24,480 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,901,949 | 24,675 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,150,359 | 25,722 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,020,939 | 25,774 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,956,097 | 25,253 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,118,004 | 25,003 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,246,241 | 24,060 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,892,567 | 24,103 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,838,888 | 25,094 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,897,357 | 25,094 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,882,305 | 24,398 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,689,507 | 6,087 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,499,141 | 6,242 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,505,559 | 6,257 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||