Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$437,006
-$25,164 QoQ
Shares Held
4,979
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,170
of 3,000 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Jacobsen Capital Management holds $714,852 across 2 Utilities - Regulated Electric names. NEE ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,979 | $437,006 | |
| 2 | SO |
Southern Co
|
2,903 | $277,846 |
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,006 | 4,979 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $462,170 | 4,976 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $399,393 | 4,975 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $380,696 | 5,043 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $347,447 | 5,005 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $279,519 | 3,943 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $293,785 | 4,098 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $346,234 | 4,096 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $273,609 | 3,864 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $219,914 | 3,441 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $253,764 | 3,420 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $269,471 | 3,496 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||