Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$644,495
+$162,263 QoQ
Shares Held
7,343
+41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,870
of 3,000 holders
Holding Since
Mar 2020
8 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, 2026Red Door Wealth Management, LLC holds $13,142,430 across 8 Utilities - Regulated Electric names. NEE ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
61,118 | $7,736,316 | |
| 2 | SO |
Southern Co
|
27,623 | $2,643,797 | |
| 3 | ETR |
Entergy Corp /De/
|
6,385 | $733,381 | |
| 4 | NEE |
Nextera Energy Inc
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|
7,343 | $644,495 | |
| 5 | D |
Dominion Energy, Inc
|
7,870 | $537,442 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,446 | $334,637 | |
| 7 | ES |
Eversource Energy
|
3,829 | $276,721 | |
| 8 | ED |
Consolidated Edison Inc
|
2,130 | $235,641 |
All Filings in NEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,495 | 7,343 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $482,232 | 5,192 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $425,403 | 5,299 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $374,732 | 4,964 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $356,402 | 5,134 | Shares | Sole | 2025-07-22 | |
| 2021-06-30 | $24,988 | 341 | Shares | Sole | 2021-07-29 | |
| 2020-06-30 | $15,851 | 66 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $15,880 | 66 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||