Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,461,107
-$41,227 QoQ
Shares Held
16,647
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,396
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Pinion Investment Advisors, LLC holds $4,929,050 across 9 Utilities - Regulated Electric names. NEE ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
16,647 | $1,461,107 | |
| 2 | SO |
Southern Co
|
9,082 | $869,238 | |
| 3 | DTE |
Dte Energy Co
|
5,085 | $774,801 | |
| 4 | OGE |
Oge Energy Corp.
|
9,628 | $468,498 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,701 | $369,523 | |
| 6 | EVRG |
Evergy, Inc.
|
3,432 | $296,627 | |
| 7 | ETR |
Entergy Corp /De/
|
2,411 | $276,927 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
2,571 | $208,662 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,107 | 16,647 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,502,334 | 16,175 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $947,865 | 11,807 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $485,098 | 6,426 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $583,128 | 8,400 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $603,982 | 8,520 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $608,576 | 8,489 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $727,127 | 8,602 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $596,574 | 8,425 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $544,513 | 8,520 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $533,783 | 8,788 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $453,221 | 7,911 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $599,981 | 8,086 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $573,243 | 7,437 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $742,117 | 8,877 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $845,338 | 10,781 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,014,416 | 13,096 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,076,071 | 12,703 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,159,531 | 12,420 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $937,921 | 11,945 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $855,250 | 11,671 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $861,802 | 11,398 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $795,030 | 10,305 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $829,349 | 2,988 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $717,627 | 2,988 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $663,629 | 2,758 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||