Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,484,989
-$479,417 QoQ
Shares Held
96,673
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#636
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, 2026Hixon Zuercher, LLC holds $10,567,647 across 2 Utilities - Regulated Electric names. NEE ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
96,673 | $8,484,989 | |
| 2 | AEP |
American Electric Power Co Inc
|
15,223 | $2,082,658 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,484,989 | 96,673 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,964,406 | 96,516 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,830,270 | 97,537 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,321,322 | 96,984 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,665,638 | 96,019 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,708,391 | 94,631 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,513,394 | 90,855 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,673,126 | 90,774 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,507,934 | 91,907 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,792,099 | 106,276 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,510,757 | 90,727 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,645,760 | 81,092 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,989,950 | 67,250 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,818,193 | 62,509 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,404,549 | 52,686 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,099,353 | 52,281 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $3,896,392 | 50,302 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,368,155 | 51,566 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $4,664,452 | 49,962 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,764,719 | 47,946 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,295,914 | 44,977 | Shares | Sole | 2021-10-13 | |
| 2021-03-31 | $3,270,208 | 43,251 | Shares | Sole | 2021-10-13 | |
| 2020-12-31 | $3,171,327 | 41,106 | Shares | Sole | 2021-10-13 | |
| 2020-09-30 | $2,853,871 | 10,282 | Shares | Sole | 2021-10-13 | |
| 2020-06-30 | $2,443,729 | 10,175 | Shares | Sole | 2021-10-13 | |
| 2020-03-31 | $457,178 | 1,900 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||