Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,104,197
+$154,275 QoQ
Shares Held
23,974
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,164
of 3,000 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, 2026NovaPoint Capital, LLC holds $11,077,210 across 6 Utilities - Regulated Electric names. NEE ranks #1 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
23,974 | $2,104,197 | |
| 2 | D |
Dominion Energy, Inc
|
30,742 | $2,099,371 | |
| 3 | SO |
Southern Co
|
20,713 | $1,982,441 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,652 | $1,730,920 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
14,787 | $1,582,209 | |
| 6 | DUK |
Duke Energy CORP
|
12,467 | $1,578,072 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,104,197 | 23,974 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,949,922 | 20,994 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,620,451 | 20,185 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,475,678 | 19,548 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,201,382 | 17,306 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,186,911 | 16,743 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,202,456 | 16,773 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,373,612 | 16,250 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,161,354 | 16,401 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,028,823 | 16,098 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,034,645 | 17,034 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,054,078 | 18,399 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,338,642 | 18,041 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,377,650 | 17,873 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $935,818 | 11,194 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $827,068 | 10,548 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $756,087 | 9,761 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $484,625 | 5,721 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $493,594 | 5,287 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $377,445 | 4,807 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $274,726 | 3,749 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $235,600 | 3,116 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $217,254 | 2,816 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||