Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,593,866
-$287,085 QoQ
Shares Held
29,553
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,052
of 2,988 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2025CallValue
$92,157
CallShares
1,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Royal Fund Management, LLC holds $16,502,111 across 10 Utilities - Regulated Electric names. NEE ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
39,809 | $5,039,023 | |
| 2 | D |
Dominion Energy, Inc
|
51,548 | $3,520,212 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
29,553 | $2,593,866 | |
| 4 | XEL |
Xcel Energy Inc
|
24,368 | $1,956,750 | |
| 5 | PPL |
PPL Corp
|
47,343 | $1,720,918 | |
| 6 | ETR |
Entergy Corp /De/
|
4,300 | $493,898 | |
| 7 | ED |
Consolidated Edison Inc
|
3,292 | $364,193 | |
| 8 | LNT |
Alliant Energy Corp
|
4,444 | $339,032 |
All Filings in NEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,593,866 | 29,553 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,880,951 | 31,018 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,498,153 | 31,118 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,686,069 | 22,335 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,552,717 | 22,367 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $92,157 | 1,300 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $1,665,985 | 23,501 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,429,140 | 19,935 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $321,214 | 3,800 | Call | Sole | 2024-10-08 | |
| 2024-09-30 | $3,592,694 | 42,502 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $409,069 | 5,777 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,103,597 | 17,268 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $887,897 | 14,618 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $651,559 | 11,373 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $226,681 | 3,055 | Shares | Sole | 2023-07-12 | |
| 2021-12-31 | $248,524 | 2,662 | Shares | Sole | 2022-02-11 | |
| 2020-03-31 | $106,835 | 444 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||