Biltmore Family Office, LLC
Family OfficePosition in NEE — Nextera Energy Inc
CIK 1731123
CHARLOTTE, NC
Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$791,071
-$23,022 QoQ
Shares Held
9,013
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,743
of 2,999 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, 2026Biltmore Family Office, LLC holds $6,415,812 across 7 Utilities - Regulated Electric names. NEE ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
29,522 | $2,825,550 | |
| 2 | DUK |
Duke Energy CORP
|
14,429 | $1,826,422 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
9,013 | $791,071 | |
| 4 | ETR |
Entergy Corp /De/
|
2,840 | $326,202 | |
| 5 | ED |
Consolidated Edison Inc
|
2,198 | $243,164 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,484 | $203,026 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,716 | $200,377 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,071 | 9,013 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $814,093 | 8,765 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $703,654 | 8,765 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $591,992 | 7,842 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $536,269 | 7,725 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $554,714 | 7,825 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $532,298 | 7,425 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $576,494 | 6,820 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $400,430 | 5,655 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $299,034 | 4,679 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $284,202 | 4,679 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $306,730 | 5,354 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $412,997 | 5,566 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $455,928 | 5,915 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $742,535 | 8,882 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $696,437 | 8,882 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $564,683 | 7,290 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $623,380 | 7,359 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $677,700 | 7,259 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $564,558 | 7,190 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $409,781 | 5,592 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $422,811 | 5,592 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $426,793 | 5,532 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $324,467 | 1,169 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $280,758 | 1,169 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $287,300 | 1,194 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||