Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,250,546
+$184,377 QoQ
Shares Held
14,248
+24.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,478
of 3,000 holders
Holding Since
Mar 2020
21 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, 2026Kathmere Capital Management, LLC holds $5,601,562 across 12 Utilities - Regulated Electric names. NEE ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
14,248 | $1,250,546 | |
| 2 | ETR |
Entergy Corp /De/
|
5,830 | $669,633 | |
| 3 | DUK |
Duke Energy CORP
|
5,070 | $641,760 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,489 | $614,140 | |
| 5 | NGG |
National Grid PLC
|
6,562 | $543,792 | |
| 6 | SO |
Southern Co
|
5,021 | $480,559 | |
| 7 | XEL |
Xcel Energy Inc
|
3,400 | $273,020 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,254 | $264,094 |
All Filings in NEE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250,546 | 14,248 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,066,169 | 11,479 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $772,855 | 9,627 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $571,308 | 7,568 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $479,761 | 6,911 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $475,955 | 6,714 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $402,754 | 5,618 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $429,412 | 5,080 | Shares | Sole | 2024-10-15 | |
| 2023-06-30 | $245,973 | 3,315 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $258,526 | 3,354 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $307,564 | 3,679 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $270,828 | 3,454 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $266,075 | 3,435 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $288,098 | 3,401 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $250,578 | 2,684 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $255,582 | 3,255 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $202,937 | 2,684 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $207,070 | 2,684 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $180,414 | 650 | Shares | Sole | 2020-11-20 | |
| 2020-06-30 | $238,008 | 991 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $238,454 | 991 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||