Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,690,625
-$62,577 QoQ
Shares Held
19,262
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,311
of 2,993 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 58%
Shared 42%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mechanics Financial Corp holds $4,155,142 across 9 Utilities - Regulated Electric names. NEE ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
19,262 | $1,690,625 | |
| 2 | SO |
Southern Co
|
9,301 | $890,198 | |
| 3 | DUK |
Duke Energy CORP
|
6,894 | $872,642 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,859 | $391,139 | |
| 5 | D |
Dominion Energy, Inc
|
3,000 | $204,870 | |
| 6 | EVRG |
Evergy, Inc.
|
605 | $52,290 | |
| 7 | OGE |
Oge Energy Corp.
|
1,000 | $48,660 | |
| 8 | PPL |
PPL Corp
|
72 | $2,617 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,690,625 | 19,262 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,753,202 | 18,876 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $1,502,921 | 18,721 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,410,983 | 18,691 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,283,784 | 18,493 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $1,315,222 | 18,553 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,332,932 | 18,593 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,575,470 | 18,638 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,340,645 | 18,933 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,200,421 | 18,783 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,107,958 | 18,241 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,024,975 | 17,891 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,145,277 | 15,435 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,018,843 | 13,218 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,105,024 | 13,218 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,036,423 | 13,218 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,023,866 | 13,218 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,119,696 | 13,218 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,278,845 | 13,698 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||