Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,313,390
-$186,807 QoQ
Shares Held
14,964
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,449
of 2,988 holders
Holding Since
Mar 2020
26 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, 2026XML Financial, LLC holds $6,759,077 across 7 Utilities - Regulated Electric names. NEE ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
38,517 | $2,630,325 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
14,964 | $1,313,390 | |
| 3 | SO |
Southern Co
|
13,443 | $1,286,629 | |
| 4 | DUK |
Duke Energy CORP
|
5,002 | $633,153 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,500 | $342,025 | |
| 6 | DTE |
Dte Energy Co
|
2,000 | $304,740 | |
| 7 | PPL |
PPL Corp
|
6,845 | $248,815 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,313,390 | 14,964 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,500,197 | 16,152 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,229,969 | 15,321 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,238,866 | 16,411 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,141,750 | 16,447 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,154,727 | 16,289 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,216,579 | 16,970 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,401,253 | 16,577 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,143,439 | 16,148 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,061,097 | 16,603 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $885,224 | 14,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $715,322 | 12,486 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $837,643 | 11,289 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $841,019 | 10,911 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $954,043 | 11,412 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $892,541 | 11,383 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $676,148 | 8,729 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $932,826 | 11,012 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $855,924 | 9,168 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $714,532 | 9,100 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $504,825 | 6,889 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $541,896 | 7,167 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $550,310 | 7,133 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $419,393 | 1,511 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $256,021 | 1,066 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $498,805 | 2,073 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||