Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$170,712
-$11,332 QoQ
Shares Held
1,945
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,748
of 2,993 holders
Holding Since
Dec 2020
20 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $18,760,501 across 14 Utilities - Regulated Electric names. NEE ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
146,976 | $16,881,663 | |
| 2 | AEP |
American Electric Power Co Inc
|
6,005 | $821,544 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
5,000 | $583,850 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
1,945 | $170,712 | |
| 5 | CMS |
Cms Energy Corp
|
1,350 | $103,275 | |
| 6 | D |
Dominion Energy, Inc
|
1,490 | $101,752 | |
| 7 | DUK |
Duke Energy CORP
|
349 | $44,176 | |
| 8 | SO |
Southern Co
|
380 | $36,369 |
All Filings in NEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,712 | 1,945 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $182,044 | 1,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $136,074 | 1,695 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $127,955 | 1,695 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $91,634 | 1,320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $93,574 | 1,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $98,645 | 1,376 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $116,313 | 1,376 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $958 | 15 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,368 | 39 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $6,062,573 | 78,653 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,225,000 | 62,500 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,448,356 | 56,732 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,112,032 | 40,176 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,054,223 | 71,470 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,726,163 | 50,623 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,861,456 | 49,178 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,507,693 | 47,867 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,445,320 | 45,567 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,958,393 | 38,346 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||