Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,047,492
-$126,373 QoQ
Shares Held
80,295
+4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#686
of 3,000 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Jun 30, 2026CallValue
$412,519
CallShares
4,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SteelPeak Wealth, LLC holds $16,964,479 across 7 Utilities - Regulated Electric names. NEE ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
80,295 | $7,047,492 | |
| 2 | AEP |
American Electric Power Co Inc
|
30,784 | $4,211,559 | |
| 3 | AEE |
Ameren Corp
|
32,325 | $3,654,018 | |
| 4 | ES |
Eversource Energy
|
9,798 | $708,101 | |
| 5 | EIX |
Edison International
|
6,568 | $488,987 | |
| 6 | SO |
Southern Co
|
4,944 | $473,190 | |
| 7 | DUK |
Duke Energy CORP
|
3,011 | $381,132 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,519 | 4,700 | Call | Sole | 2026-07-13 | |
| 2026-06-30 | $7,047,492 | 80,295 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $7,173,865 | 77,238 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $278,640 | 3,000 | Call | Sole | 2026-05-05 | |
| 2025-12-31 | $226,710 | 2,824 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $251,683 | 3,334 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $208,771 | 2,945 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $42,265 | 500 | Call | Sole | 2024-10-25 | |
| 2024-09-30 | $6,170,182 | 72,994 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $106,215 | 1,500 | Call | Sole | 2024-07-17 | |
| 2024-06-30 | $1,759,132 | 24,843 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,020,195 | 31,610 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,436,986 | 23,658 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,171,981 | 20,457 | Shares | Sole | 2023-11-03 | |
| 2022-12-31 | $605,932 | 7,248 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $686,479 | 8,755 | Shares | Sole | 2022-10-26 | |
| 2021-12-31 | $246,843 | 2,644 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $294,921 | 3,756 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,695,479 | 23,137 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,089,784 | 27,639 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,368,872 | 17,743 | Shares | Sole | 2021-02-04 | |
| 2020-03-31 | $316,655 | 1,316 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||