Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$497,129
+$35,331 QoQ
Shares Held
5,664
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,065
of 3,000 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$334,821
PutShares
5,239
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Curated Wealth Partners LLC holds $728,970 across 2 Utilities - Regulated Electric names. NEE ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,664 | $497,129 | |
| 2 | ES |
Eversource Energy
|
3,208 | $231,841 |
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,129 | 5,664 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $461,798 | 4,972 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $378,680 | 4,717 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $359,407 | 4,761 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $368,550 | 5,309 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $375,220 | 5,293 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $463,117 | 6,460 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $442,852 | 5,239 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $370,973 | 5,239 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $334,821 | 5,239 | Put | Other | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||