Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,811,046
-$90,764 QoQ
Shares Held
20,634
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,264
of 2,997 holders
Holding Since
Dec 2020
23 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, 2026First Pacific Financial holds $8,931,011 across 8 Utilities - Regulated Electric names. NEE ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
34,730 | $4,751,411 | |
| 2 | NEE |
Nextera Energy Inc
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|
20,634 | $1,811,046 | |
| 3 | NGG |
National Grid PLC
|
20,118 | $1,667,178 | |
| 4 | POR |
Portland General Electric Co /Or/
|
9,395 | $486,942 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
902 | $105,326 | |
| 6 | DUK |
Duke Energy CORP
|
640 | $81,011 | |
| 7 | D |
Dominion Energy, Inc
|
221 | $15,092 | |
| 8 | CMS |
Cms Energy Corp
|
170 | $13,005 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,811,046 | 20,634 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,901,810 | 20,476 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,567,707 | 19,528 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $683,184 | 9,050 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $629,847 | 9,073 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $715,563 | 10,094 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $725,502 | 10,120 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $872,265 | 10,319 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $724,527 | 10,232 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $624,528 | 9,772 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $539,674 | 8,885 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $498,881 | 8,708 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $640,791 | 8,636 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $651,326 | 8,450 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $711,436 | 8,510 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $649,940 | 8,289 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $611,934 | 7,900 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $669,886 | 7,908 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $724,380 | 7,759 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $590,548 | 7,521 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $540,586 | 7,377 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $496,228 | 6,563 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $514,359 | 6,667 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||