Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,310,369
-$65,315 QoQ
Shares Held
26,323
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,118
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Trivium Point Advisory, LLC holds $22,219,573 across 15 Utilities - Regulated Electric names. NEE ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
97,174 | $11,161,405 | |
| 2 | NEE |
Nextera Energy Inc
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|
26,323 | $2,310,369 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,929 | $1,358,386 | |
| 4 | FE |
Firstenergy Corp
|
17,852 | $848,684 | |
| 5 | D |
Dominion Energy, Inc
|
12,142 | $829,177 | |
| 6 | DTE |
Dte Energy Co
|
5,150 | $784,705 | |
| 7 | DUK |
Duke Energy CORP
|
5,491 | $695,050 | |
| 8 | ES |
Eversource Energy
|
8,963 | $647,756 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,310,369 | 26,323 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,375,684 | 25,578 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,863,748 | 35,672 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,947,959 | 39,051 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,402,408 | 63,417 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,883,753 | 68,892 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,170,067 | 72,117 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,830,118 | 68,971 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,142,788 | 72,628 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,406,850 | 68,954 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,854,378 | 63,457 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,746,310 | 47,937 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,539,117 | 47,697 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,759,654 | 48,776 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,938,396 | 47,110 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,620,032 | 46,168 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,521,641 | 45,464 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,308,520 | 50,862 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,061,160 | 43,500 | Shares | Sole | 2022-02-18 | |
| 2021-09-30 | $3,337,257 | 42,502 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,125,245 | 42,648 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,122,390 | 41,296 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,041,407 | 39,422 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,684,282 | 9,671 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,275,370 | 9,474 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,134,299 | 8,870 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||