Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,062,280
-$50,329 QoQ
Shares Held
12,103
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,565
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, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. NEE ranks #1 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
|
1,579 | $114,114 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,280 | 12,103 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,112,609 | 11,979 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $967,052 | 12,046 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $901,879 | 11,947 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $840,815 | 12,112 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $851,176 | 12,007 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $834,758 | 11,644 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $974,799 | 11,532 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $822,670 | 11,618 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $596,535 | 9,334 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $589,724 | 9,709 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $599,769 | 10,469 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $699,706 | 9,430 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $790,917 | 10,261 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $869,774 | 10,404 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $766,065 | 9,770 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $741,292 | 9,570 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $846,252 | 9,990 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $852,843 | 9,135 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $145,340 | 1,851 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $736,097 | 10,045 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $691,604 | 9,147 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $571,218 | 7,404 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $513,763 | 1,851 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $421,978 | 1,757 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $422,769 | 1,757 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||