Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,655,532
-$289,267 QoQ
Shares Held
41,649
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#913
of 2,988 holders
Holding Since
Dec 2020
10 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, 2026F/m Investments LLC holds $9,889,357 across 8 Utilities - Regulated Electric names. NEE ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
41,649 | $3,655,532 | |
| 2 | ETR |
Entergy Corp /De/
|
25,634 | $2,944,321 | |
| 3 | FE |
Firstenergy Corp
|
24,196 | $1,150,277 | |
| 4 | PPL |
PPL Corp
|
21,001 | $763,386 | |
| 5 | OGE |
Oge Energy Corp.
|
11,581 | $563,531 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,401 | $397,134 | |
| 7 | DUK |
Duke Energy CORP
|
1,695 | $214,553 | |
| 8 | IDA |
Idacorp Inc
|
1,326 | $200,623 |
All Filings in NEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,655,532 | 41,649 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,944,799 | 42,472 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,418,081 | 42,577 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,226,669 | 42,743 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,979,645 | 42,922 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,858,839 | 124,966 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,342,497 | 130,318 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,380,378 | 110,971 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,095,424 | 114,326 | Shares | Sole | 2024-07-29 | |
| 2020-12-31 | $228,364 | 2,960 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||