Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,537,920
+$218,482 QoQ
Shares Held
40,309
+12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#925
of 3,000 holders
Holding Since
Jun 2024
9 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, 2026HARRELL INVESTMENT PARTNERS, LLC holds $7,647,829 across 3 Utilities - Regulated Electric names. NEE ranks #1 (46.3% of the industry book) .
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,537,920 | 40,309 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,319,438 | 35,739 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,709,690 | 33,753 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,711,147 | 35,914 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,460,869 | 35,449 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,216,942 | 31,273 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,470,294 | 34,458 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,568,359 | 30,384 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,628,488 | 22,998 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||