Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$145,698
-$866 QoQ
Shares Held
1,660
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,755
of 2,988 holders
Holding Since
Dec 2021
7 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, 2026Triumph Capital Management holds $2,613,031 across 21 Utilities - Regulated Electric names. NEE ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
11,885 | $884,838 | |
| 2 | D |
Dominion Energy, Inc
|
7,440 | $508,077 | |
| 3 | XEL |
Xcel Energy Inc
|
4,176 | $335,332 | |
| 4 | PPL |
PPL Corp
|
4,551 | $165,428 | |
| 5 | ED |
Consolidated Edison Inc
|
1,473 | $162,957 | |
| 6 | NEE |
Nextera Energy Inc
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|
1,660 | $145,698 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
1,380 | $98,835 | |
| 8 | SO |
Southern Co
|
689 | $65,944 |
All Filings in NEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,698 | 1,660 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $146,564 | 1,578 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $122,025 | 1,520 | Shares | Sole | 2026-02-12 | |
| 2022-12-31 | $243,025 | 2,907 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $216,423 | 2,794 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $256,163 | 3,024 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $267,663 | 2,867 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||