Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$225,919
-$13,154 QoQ
Shares Held
2,574
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,640
of 3,000 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Live Oak Investment Partners holds $2,255,119 across 4 Utilities - Regulated Electric names. NEE ranks #4 (10.0% of the industry book) .
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,919 | 2,574 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $239,073 | 2,574 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $206,640 | 2,574 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $228,055 | 3,021 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $209,717 | 3,021 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $214,158 | 3,021 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $216,573 | 3,021 | Principal | Sole | 2025-02-06 | |
| 2024-09-30 | $255,362 | 3,021 | Principal | Sole | 2024-11-05 | |
| 2024-06-30 | $207,683 | 2,933 | Principal | Sole | 2024-07-16 | |
| 2023-12-31 | $138,487 | 2,280 | Principal | Sole | 2024-02-14 | |
| 2023-09-30 | $130,621 | 2,280 | Principal | Sole | 2023-10-31 | |
| 2023-06-30 | $169,176 | 2,280 | Principal | Sole | 2023-07-13 | |
| 2023-03-31 | $175,742 | 2,280 | Principal | Sole | 2023-05-03 | |
| 2022-12-31 | $190,608 | 2,280 | Principal | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||