Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,544,306
-$259,989 QoQ
Shares Held
74,562
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#711
of 2,993 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, 2026Truvestments Capital LLC holds $13,339,411 across 22 Utilities - Regulated Electric names. NEE ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
74,562 | $6,544,306 | |
| 2 | D |
Dominion Energy, Inc
|
35,597 | $2,430,919 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,885 | $2,036,416 | |
| 4 | DUK |
Duke Energy CORP
|
4,392 | $555,939 | |
| 5 | SO |
Southern Co
|
4,912 | $470,127 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
4,320 | $462,240 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,313 | $268,883 | |
| 8 | ETR |
Entergy Corp /De/
|
833 | $95,678 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,544,306 | 74,562 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,804,295 | 73,259 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,070,291 | 75,614 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,980,242 | 79,219 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,039,401 | 86,998 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,221,873 | 87,768 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,010,127 | 69,886 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,665,792 | 67,027 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,585,301 | 64,755 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,997,698 | 62,552 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,141,412 | 51,719 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,760,060 | 48,177 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,499,791 | 47,167 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,561,943 | 46,211 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,824,114 | 45,743 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,780,616 | 48,216 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,672,456 | 47,411 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,852,356 | 45,477 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,091,502 | 43,825 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,435,171 | 43,749 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,116,232 | 42,525 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,236,201 | 56,027 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $3,193,238 | 41,390 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,834,164 | 10,211 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,004,285 | 12,509 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,932,917 | 12,189 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||