Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$848,560
-$43,645 QoQ
Shares Held
9,668
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,694
of 2,988 holders
Holding Since
Jun 2020
25 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, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. NEE ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,834 | $524,529 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,560 | 9,668 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $892,205 | 9,606 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $793,005 | 9,878 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $750,823 | 9,946 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $671,985 | 9,680 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $660,056 | 9,311 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $647,504 | 9,032 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $1,315,963 | 15,568 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $795,762 | 11,238 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $1,113,376 | 17,421 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $1,042,298 | 17,160 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $691,547 | 12,071 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $618,976 | 8,342 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $457,392 | 5,934 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $488,140 | 5,839 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $315,992 | 4,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $586,836 | 7,576 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $700,128 | 8,265 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $647,264 | 6,933 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $627,060 | 7,986 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $391,241 | 5,339 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $387,501 | 5,125 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $371,245 | 4,812 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,340,337 | 4,829 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,227,028 | 5,109 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||