Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,418,187
-$16,994 QoQ
Shares Held
16,158
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,409
of 2,997 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names. NEE ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,187 | 16,158 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,435,181 | 15,452 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,800,921 | 22,433 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,707,130 | 22,614 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,492,108 | 35,899 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,720,642 | 24,272 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,723,140 | 24,036 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,974,536 | 23,359 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,925,111 | 27,187 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,685,051 | 26,366 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,584,524 | 26,087 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,212,256 | 21,160 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,561,761 | 21,048 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,447,870 | 18,784 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,564,490 | 18,714 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,442,900 | 18,402 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,425,651 | 18,405 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,523,001 | 17,979 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,733,508 | 18,568 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,452,855 | 18,503 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,357,878 | 18,530 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,333,987 | 17,643 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $240,090 | 3,112 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $210,112 | 757 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $176,044 | 733 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $253,132 | 1,052 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||