Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,257,913
-$164,274 QoQ
Shares Held
71,299
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#724
of 2,993 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $42,967,821 across 22 Utilities - Regulated Electric names. NEE ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
93,428 | $8,941,993 | |
| 2 | AEP |
American Electric Power Co Inc
|
57,632 | $7,884,633 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
71,299 | $6,257,913 | |
| 4 | PCG |
PG&E Corp
|
260,601 | $4,383,308 | |
| 5 | DUK |
Duke Energy CORP
|
23,201 | $2,936,782 | |
| 6 | EIX |
Edison International
|
20,342 | $1,514,461 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
12,616 | $1,473,170 | |
| 8 | ED |
Consolidated Edison Inc
|
10,521 | $1,163,938 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,257,913 | 71,299 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,422,187 | 69,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,171,396 | 64,417 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,370,466 | 97,635 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,627,527 | 95,470 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,513,940 | 91,888 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,988,265 | 83,530 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,462,656 | 76,454 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,857,211 | 68,595 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,177,157 | 49,713 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,945,768 | 48,498 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,801,137 | 48,894 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,664,738 | 49,390 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,148,260 | 14,897 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,260,353 | 15,076 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,205,632 | 15,376 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,006,437 | 12,993 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,076,833 | 12,712 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,001,939 | 10,732 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $634,677 | 8,083 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $389,263 | 5,312 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||