Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,486,875
-$133,362 QoQ
Shares Held
28,334
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,076
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CRA Financial Services, LLC holds $5,147,447 across 7 Utilities - Regulated Electric names. NEE ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
28,334 | $2,486,875 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
13,158 | $1,067,903 | |
| 3 | DUK |
Duke Energy CORP
|
3,488 | $441,511 | |
| 4 | PPL |
PPL Corp
|
10,566 | $384,074 | |
| 5 | EXC |
Exelon Corp
|
6,308 | $294,078 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,954 | $267,326 | |
| 7 | SO |
Southern Co
|
2,149 | $205,680 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,486,875 | 28,334 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,620,237 | 28,211 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,353,247 | 29,313 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,232,918 | 29,579 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,065,661 | 29,756 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,138,042 | 30,160 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,104,890 | 29,361 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,615,358 | 30,940 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,208,563 | 31,190 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,020,834 | 31,620 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,911,609 | 31,472 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,784,182 | 31,143 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,294,264 | 30,920 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,043,467 | 26,511 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $2,209,380 | 26,428 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,059,438 | 26,265 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,027,902 | 26,180 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,237,191 | 26,410 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,453,780 | 26,283 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,901,047 | 24,211 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,773,229 | 24,198 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,828,476 | 24,183 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,869,730 | 24,235 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,697,001 | 6,114 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,467,678 | 6,111 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,469,466 | 6,107 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||