Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,944,807
+$1,085,853 QoQ
Shares Held
22,158
+139.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,210
of 3,000 holders
Holding Since
Mar 2020
22 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, 2026CERTUITY, LLC holds $8,804,280 across 17 Utilities - Regulated Electric names. NEE ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
22,158 | $1,944,807 | |
| 2 | ED |
Consolidated Edison Inc
|
9,028 | $998,767 | |
| 3 | DUK |
Duke Energy CORP
|
6,212 | $786,314 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
4,649 | $497,443 | |
| 5 | ES |
Eversource Energy
|
6,445 | $465,780 | |
| 6 | SO |
Southern Co
|
4,685 | $448,401 | |
| 7 | EXC |
Exelon Corp
|
9,470 | $441,491 | |
| 8 | AEE |
Ameren Corp
|
3,771 | $426,273 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,944,807 | 22,158 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $858,954 | 9,248 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $792,443 | 9,871 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $690,658 | 9,149 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $518,706 | 7,472 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $527,421 | 7,440 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $604,275 | 8,429 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $693,146 | 8,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $730,900 | 10,322 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $495,494 | 7,753 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $616,632 | 10,152 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $381,837 | 6,665 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $343,026 | 4,623 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $308,705 | 4,005 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $353,544 | 4,229 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $283,216 | 3,612 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $286,404 | 3,381 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $311,822 | 3,340 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $343,996 | 4,381 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $338,113 | 4,614 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $316,881 | 4,191 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $384,510 | 1,598 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||