Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$710,849
-$40,643 QoQ
Shares Held
8,099
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,789
of 2,988 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $13,366,176 across 13 Utilities - Regulated Electric names. NEE ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
34,666 | $4,742,655 | |
| 2 | DUK |
Duke Energy CORP
|
15,272 | $1,933,129 | |
| 3 | SO |
Southern Co
|
17,272 | $1,653,103 | |
| 4 | D |
Dominion Energy, Inc
|
15,034 | $1,026,671 | |
| 5 | ED |
Consolidated Edison Inc
|
6,431 | $711,461 | |
| 6 | NEE |
Nextera Energy Inc
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|
8,099 | $710,849 | |
| 7 | EVRG |
Evergy, Inc.
|
7,345 | $634,828 | |
| 8 | NGG |
National Grid PLC
|
6,646 | $550,754 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,849 | 8,099 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $751,492 | 8,091 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $649,144 | 8,086 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $610,336 | 8,085 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $589,236 | 8,488 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $536,495 | 7,568 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $542,478 | 7,567 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $639,553 | 7,566 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $535,748 | 7,566 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $481,881 | 7,540 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $474,926 | 7,819 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $564,478 | 9,853 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $590,483 | 7,958 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $617,102 | 8,006 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $673,648 | 8,058 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $633,395 | 8,078 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $579,245 | 7,478 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $637,696 | 7,528 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $695,998 | 7,455 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $586,937 | 7,475 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $547,768 | 7,475 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $568,965 | 7,525 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $588,268 | 7,625 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $623,122 | 2,245 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||