Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,884,700
-$10,501 QoQ
Shares Held
44,260
+5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#888
of 2,993 holders
Holding Since
Mar 2020
24 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, 2026Platform Technology Partners holds $12,592,742 across 11 Utilities - Regulated Electric names. NEE ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
44,260 | $3,884,700 | |
| 2 | DUK |
Duke Energy CORP
|
22,181 | $2,807,670 | |
| 3 | D |
Dominion Energy, Inc
|
27,342 | $1,867,185 | |
| 4 | ED |
Consolidated Edison Inc
|
9,753 | $1,078,974 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,277 | $858,756 | |
| 6 | EXC |
Exelon Corp
|
10,433 | $486,386 | |
| 7 | ETR |
Entergy Corp /De/
|
4,103 | $471,270 | |
| 8 | SO |
Southern Co
|
4,107 | $393,080 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,884,700 | 44,260 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,895,201 | 41,938 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,299,829 | 41,104 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,051,381 | 40,421 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,668,643 | 38,442 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,675,459 | 37,741 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,374,802 | 33,126 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,794,054 | 33,054 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,352,803 | 33,227 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,941,250 | 31,960 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $824,345 | 14,389 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $426,872 | 5,753 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $473,579 | 6,144 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $442,912 | 5,298 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $397,068 | 5,064 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $391,870 | 5,059 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $434,054 | 5,124 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $477,723 | 5,117 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $401,551 | 5,114 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $859,940 | 11,735 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $1,040,599 | 13,488 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,042,792 | 3,757 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $885,026 | 3,685 | Shares | Sole | 2020-11-30 | |
| 2020-03-31 | $896,790 | 3,727 | Shares | Sole | 2020-11-30 | |
| No filing history on record for this holder in this stock. | ||||||