Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,270,470
-$66,816 QoQ
Shares Held
14,475
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,471
of 3,000 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, 2026Keebeck Wealth Management holds $6,920,573 across 7 Utilities - Regulated Electric names. NEE ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
30,280 | $3,535,795 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
14,475 | $1,270,470 | |
| 3 | SO |
Southern Co
|
8,069 | $772,283 | |
| 4 | ED |
Consolidated Edison Inc
|
3,633 | $401,918 | |
| 5 | DUK |
Duke Energy CORP
|
2,968 | $375,689 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,169 | $296,740 | |
| 7 | AEE |
Ameren Corp
|
2,368 | $267,678 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,270,470 | 14,475 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,337,286 | 14,398 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,054,076 | 13,130 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $982,049 | 13,009 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $913,567 | 13,160 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $931,990 | 13,147 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $920,141 | 12,835 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,076,489 | 12,735 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $915,148 | 12,924 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $825,972 | 12,924 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $776,682 | 12,787 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $730,390 | 12,749 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $940,930 | 12,681 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,046,823 | 13,581 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,136,625 | 13,596 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,059,397 | 13,511 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,000,008 | 12,910 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,111,056 | 13,116 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,224,323 | 13,114 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,000,737 | 12,745 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,160,828 | 15,841 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,040,166 | 13,757 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,061,198 | 13,755 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $864,599 | 3,115 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $841,315 | 3,503 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,725,486 | 7,171 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||