Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$453,156
+$216,951 QoQ
Shares Held
5,163
+55.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,142
of 3,000 holders
Holding Since
Jun 2022
9 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, 2026Occidental Asset Management, LLC holds $14,622,931 across 7 Utilities - Regulated Electric names. NEE ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
95,500 | $6,521,695 | |
| 2 | DUK |
Duke Energy CORP
|
45,753 | $5,791,414 | |
| 3 | ED |
Consolidated Edison Inc
|
10,144 | $1,122,230 | |
| 4 | NEE |
Nextera Energy Inc
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|
5,163 | $453,156 | |
| 5 | XEL |
Xcel Energy Inc
|
3,306 | $265,471 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,927 | $263,632 | |
| 7 | EIX |
Edison International
|
2,758 | $205,333 |
All Filings in NEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,156 | 5,163 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $236,205 | 3,332 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $2,091,278 | 34,430 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,652,644 | 28,847 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,499,359 | 20,207 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,268,659 | 16,459 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,196,734 | 14,315 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $937,234 | 11,953 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $838,581 | 10,826 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||