Position in NEE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$472,378
-$28,802 QoQ
Shares Held
5,382
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,105
of 2,993 holders
Holding Since
Dec 2020
21 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, 2026Kozak & Associates, Inc. holds $1,304,814 across 10 Utilities - Regulated Electric names. NEE ranks #1 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,382 | $472,378 | |
| 2 | DUK |
Duke Energy CORP
|
2,634 | $333,411 | |
| 3 | XEL |
Xcel Energy Inc
|
3,521 | $282,736 | |
| 4 | ETR |
Entergy Corp /De/
|
1,000 | $114,860 | |
| 5 | SO |
Southern Co
|
865 | $82,789 | |
| 6 | AEP |
American Electric Power Co Inc
|
78 | $10,671 | |
| 7 | D |
Dominion Energy, Inc
|
58 | $3,960 | |
| 8 | HE |
Hawaiian Electric Industries Inc
|
208 | $2,814 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,378 | 5,382 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $501,180 | 5,396 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $434,475 | 5,412 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $405,834 | 5,376 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $381,324 | 5,493 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $394,077 | 5,559 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $380,100 | 5,302 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $436,343 | 5,162 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $366,300 | 5,173 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $328,305 | 5,137 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $313,782 | 5,166 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $296,762 | 5,180 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $378,345 | 5,099 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $506,030 | 6,565 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $555,605 | 6,646 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $519,387 | 6,624 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $511,390 | 6,602 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $555,104 | 6,553 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $611,788 | 6,553 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $503,784 | 6,416 | Shares | Sole | 2021-11-16 | |
| 2020-12-31 | $447,392 | 5,799 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||