Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$219,600
-$12,785 QoQ
Shares Held
2,502
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,661
of 2,993 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, 2026Key Financial Inc holds $2,760,282 across 26 Utilities - Regulated Electric names. NEE ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
8,221 | $561,412 | |
| 2 | ED |
Consolidated Edison Inc
|
4,658 | $515,314 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5,263 | $427,145 | |
| 4 | EXC |
Exelon Corp
|
7,655 | $356,876 | |
| 5 | NEE |
Nextera Energy Inc
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|
2,502 | $219,600 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,444 | $197,553 | |
| 7 | PPL |
PPL Corp
|
3,645 | $132,495 | |
| 8 | DUK |
Duke Energy CORP
|
857 | $108,479 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,600 | 2,502 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $232,385 | 2,502 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $209,611 | 2,611 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $197,104 | 2,611 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $210,550 | 3,033 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $215,009 | 3,033 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $217,435 | 3,033 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $343,445 | 4,063 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $284,302 | 4,015 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $256,598 | 4,015 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $323,683 | 5,329 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $308,277 | 5,381 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $410,548 | 5,533 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $412,840 | 5,356 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $447,761 | 5,356 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $419,963 | 5,356 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $403,798 | 5,213 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $399,238 | 4,713 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,295,650 | 13,878 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,089,700 | 13,878 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,016,979 | 13,878 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,200,535 | 15,878 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,660,885 | 21,528 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,493,827 | 5,382 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,292,594 | 5,382 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,168,931 | 4,858 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||