Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,591,058
+$776,369 QoQ
Shares Held
29,521
+51.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,058
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Procyon Advisors, LLC holds $11,596,857 across 15 Utilities - Regulated Electric names. NEE ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
29,521 | $2,591,058 | |
| 2 | SO |
Southern Co
|
15,573 | $1,490,491 | |
| 3 | DTE |
Dte Energy Co
|
9,128 | $1,390,833 | |
| 4 | XEL |
Xcel Energy Inc
|
13,831 | $1,110,629 | |
| 5 | DUK |
Duke Energy CORP
|
6,356 | $804,542 | |
| 6 | AEE |
Ameren Corp
|
6,677 | $754,768 | |
| 7 | ED |
Consolidated Edison Inc
|
6,255 | $691,990 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,005 | $684,734 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,591,058 | 29,521 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,814,689 | 19,538 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,482,851 | 18,471 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $811,215 | 10,746 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $651,645 | 9,387 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $950,564 | 13,409 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $904,512 | 12,617 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,096,776 | 12,975 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $897,091 | 12,669 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $893,461 | 13,980 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $866,516 | 14,266 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $748,780 | 13,070 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $924,383 | 12,458 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,045,204 | 13,560 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,109,706 | 13,274 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $949,231 | 12,106 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,015,655 | 13,112 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,198,307 | 14,146 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,493,013 | 15,992 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $999,324 | 12,727 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $935,052 | 12,760 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $510,367 | 6,750 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $342,546 | 4,440 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $317,806 | 1,145 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $270,671 | 1,127 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $269,975 | 1,122 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||