Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,686,076
+$131,373 QoQ
Shares Held
41,997
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#914
of 3,009 holders
Holding Since
Mar 2020
25 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, 2026Symphony Financial, Ltd. Co. holds $11,637,930 across 12 Utilities - Regulated Electric names. NEE ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
41,997 | $3,686,076 | |
| 2 | DUK |
Duke Energy CORP
|
18,393 | $2,328,185 | |
| 3 | ED |
Consolidated Edison Inc
|
15,978 | $1,767,646 | |
| 4 | SO |
Southern Co
|
13,946 | $1,334,771 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,373 | $461,460 | |
| 6 | EIX |
Edison International
|
5,724 | $426,151 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
4,947 | $401,498 | |
| 8 | PCG |
PG&E Corp
|
17,835 | $299,984 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,686,076 | 41,997 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,554,703 | 38,272 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,986,656 | 37,203 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,878,282 | 38,128 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,558,404 | 36,854 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $2,607,580 | 36,373 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,154,236 | 37,315 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,772,777 | 39,158 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,311,305 | 36,165 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,084,232 | 34,314 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,249,838 | 21,816 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,160,258 | 29,114 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,433,415 | 31,570 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,626,795 | 31,421 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,286,282 | 54,665 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $4,134,427 | 53,375 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,411,188 | 52,074 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,090,755 | 43,817 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,775,053 | 35,342 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,110,589 | 42,448 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,872,553 | 77,669 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $6,409,699 | 83,081 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,230,895 | 18,846 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $4,227,712 | 17,603 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,948,557 | 12,254 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||