Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$936,154
-$265,619 QoQ
Shares Held
10,666
-17.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,648
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Essex Bank holds $5,392,547 across 11 Utilities - Regulated Electric names. NEE ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
12,293 | $1,176,562 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
10,666 | $936,154 | |
| 3 | DUK |
Duke Energy CORP
|
6,436 | $814,668 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,415 | $604,015 | |
| 5 | EXC |
Exelon Corp
|
7,497 | $349,509 | |
| 6 | D |
Dominion Energy, Inc
|
4,369 | $298,358 | |
| 7 | ES |
Eversource Energy
|
3,518 | $254,245 | |
| 8 | OGE |
Oge Energy Corp.
|
5,215 | $253,761 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,154 | 10,666 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,201,773 | 12,939 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,060,417 | 13,209 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,012,094 | 13,407 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $917,037 | 13,210 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,085,466 | 15,312 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $969,606 | 13,525 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,146,902 | 13,568 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $755,825 | 10,674 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $732,344 | 11,459 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $696,019 | 11,459 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $507,016 | 8,850 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $621,425 | 8,375 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $590,971 | 7,667 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $568,981 | 6,806 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $653,390 | 8,333 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $635,326 | 8,202 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $686,658 | 8,106 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $753,134 | 8,067 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $660,824 | 8,416 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $461,004 | 6,291 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $440,579 | 5,827 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $458,733 | 5,946 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $640,885 | 2,309 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $519,006 | 2,161 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $512,520 | 2,130 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||