Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,052,450
+$393,838 QoQ
Shares Held
11,991
+69.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,577
of 2,997 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Inscription Capital, LLC holds $9,318,478 across 17 Utilities - Regulated Electric names. NEE ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
11,265 | $1,246,246 | |
| 2 | NEE |
Nextera Energy Inc
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|
11,991 | $1,052,450 | |
| 3 | HE |
Hawaiian Electric Industries Inc
|
62,417 | $844,502 | |
| 4 | DTE |
Dte Energy Co
|
4,882 | $743,870 | |
| 5 | EVRG |
Evergy, Inc.
|
7,755 | $670,264 | |
| 6 | ES |
Eversource Energy
|
8,990 | $649,707 | |
| 7 | SO |
Southern Co
|
6,211 | $594,454 | |
| 8 | EXC |
Exelon Corp
|
10,918 | $508,997 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,450 | 11,991 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $658,612 | 7,091 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $465,142 | 5,794 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $423,649 | 5,612 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $381,810 | 5,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $659,985 | 9,310 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $504,982 | 5,974 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $661,011 | 9,335 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $595,002 | 9,310 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $593,308 | 9,768 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $554,796 | 9,684 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $708,981 | 9,555 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $976,295 | 12,666 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,017,328 | 12,169 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $954,171 | 12,169 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,801,650 | 36,169 | Shares | Sole | 2022-09-20 | |
| 2022-03-31 | $1,015,588 | 11,989 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,216,947 | 13,035 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $956,609 | 12,183 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,651,877 | 22,542 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $958,129 | 12,672 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $993,383 | 12,876 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,169,915 | 4,215 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $996,705 | 4,150 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $953,095 | 3,961 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||