Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,605,767
-$57,234 QoQ
Shares Held
41,082
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#921
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, 2026Principle Wealth Partners LLC holds $32,467,094 across 12 Utilities - Regulated Electric names. NEE ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
100,553 | $9,623,927 | |
| 2 | DUK |
Duke Energy CORP
|
41,778 | $5,288,259 | |
| 3 | AEP |
American Electric Power Co Inc
|
33,014 | $4,516,645 | |
| 4 | D |
Dominion Energy, Inc
|
61,443 | $4,195,942 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
41,082 | $3,605,767 | |
| 6 | EXC |
Exelon Corp
|
51,410 | $2,396,734 | |
| 7 | ES |
Eversource Energy
|
12,256 | $885,741 | |
| 8 | ED |
Consolidated Edison Inc
|
5,338 | $590,542 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,605,767 | 41,082 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,663,001 | 39,438 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,211,521 | 40,004 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,121,662 | 41,352 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $2,482,250 | 35,757 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,477,676 | 34,951 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,613,530 | 36,456 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,992,869 | 35,406 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,440,608 | 34,467 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,144,691 | 33,558 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,650,791 | 27,178 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,208,071 | 38,542 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,876,734 | 38,770 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,988,699 | 38,774 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,241,506 | 38,774 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,608,465 | 33,267 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,404,513 | 31,042 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,382,638 | 28,127 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,104,521 | 22,542 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,769,997 | 22,542 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,651,877 | 22,542 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,384,570 | 18,312 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,175,148 | 15,232 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $545,682 | 1,966 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $472,174 | 1,966 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $473,058 | 1,966 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||