Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,125,658
-$481,531 QoQ
Shares Held
92,579
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#644
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026O'Brien Greene & Co. Inc holds $8,484,570 across 2 Utilities - Regulated Electric names. NEE ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
92,579 | $8,125,658 | |
| 2 | SO |
Southern Co
|
3,750 | $358,912 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,125,658 | 92,579 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,607,189 | 92,670 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,345,539 | 91,499 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,696,717 | 88,710 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,349,986 | 91,472 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,401,011 | 90,295 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,589,027 | 91,910 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,738,467 | 91,547 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,538,311 | 92,336 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,668,880 | 88,701 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,665,826 | 93,280 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,365,781 | 93,660 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,246,304 | 84,182 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,631,114 | 86,029 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,264,505 | 86,896 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $20,774,101 | 264,942 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,731,196 | 86,899 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,245,669 | 85,535 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $7,944,935 | 85,100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,653,391 | 84,735 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,122,396 | 83,548 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,310,410 | 83,460 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,482,451 | 84,024 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,729,393 | 20,642 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,326,970 | 22,180 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,316,497 | 22,095 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||