Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,821,490
+$625,939 QoQ
Shares Held
20,753
+61.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,253
of 2,993 holders
Holding Since
Jun 2020
25 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, 2026Costello Asset Management, INC holds $4,063,013 across 18 Utilities - Regulated Electric names. NEE ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
20,753 | $1,821,490 | |
| 2 | EXC |
Exelon Corp
|
17,215 | $802,563 | |
| 3 | DUK |
Duke Energy CORP
|
5,196 | $657,709 | |
| 4 | D |
Dominion Energy, Inc
|
2,200 | $150,238 | |
| 5 | XEL |
Xcel Energy Inc
|
1,848 | $148,394 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,512 | $108,289 | |
| 7 | CMS |
Cms Energy Corp
|
1,408 | $107,712 | |
| 8 | AEP |
American Electric Power Co Inc
|
312 | $42,684 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,821,490 | 20,753 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,195,551 | 12,872 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,027,182 | 12,795 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $999,487 | 13,240 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $801,870 | 11,551 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $818,354 | 11,544 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $171,267 | 2,389 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $201,942 | 2,389 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $514,717 | 7,269 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $520,483 | 8,144 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $522,303 | 8,599 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,368,658 | 23,890 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,109,209 | 28,426 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,140,475 | 14,796 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $523,754 | 6,265 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $483,397 | 6,165 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $667,008 | 8,611 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $668,870 | 7,896 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $812,792 | 8,706 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $775,070 | 9,871 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $770,172 | 10,510 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $441,940 | 5,845 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $93,274 | 1,209 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $5,828 | 21 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,043 | 21 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||