Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,095,457
-$357,093 QoQ
Shares Held
12,481
-20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,545
of 2,988 holders
Holding Since
Sep 2020
24 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, 2026Cooper Financial Group holds $3,887,595 across 7 Utilities - Regulated Electric names. NEE ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
12,481 | $1,095,457 | |
| 2 | EXC |
Exelon Corp
|
13,161 | $613,565 | |
| 3 | SO |
Southern Co
|
6,326 | $605,461 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,744 | $512,216 | |
| 5 | DUK |
Duke Energy CORP
|
3,392 | $429,359 | |
| 6 | ED |
Consolidated Edison Inc
|
3,730 | $412,649 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,697 | $218,888 |
All Filings in NEE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,095,457 | 12,481 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,452,550 | 15,639 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,286,968 | 16,031 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,165,263 | 15,436 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,105,860 | 15,930 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,247,309 | 17,595 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,161,091 | 16,196 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,355,692 | 16,038 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,001,040 | 14,137 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $798,299 | 12,491 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $763,137 | 12,564 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $749,181 | 13,077 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $913,402 | 12,310 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $838,167 | 10,874 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $818,778 | 9,794 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $711,335 | 9,072 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $695,668 | 8,981 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $591,191 | 6,979 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,110,610 | 11,896 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $877,696 | 11,178 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $723,127 | 9,868 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $667,560 | 8,829 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $725,210 | 9,400 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $231,485 | 834 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||