Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,455,629
-$261,203 QoQ
Shares Held
27,978
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#1,078
of 2,988 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $5,766,996 across 13 Utilities - Regulated Electric names. NEE ranks #1 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
27,978 | $2,455,629 | |
| 2 | SO |
Southern Co
|
12,870 | $1,231,787 | |
| 3 | DTE |
Dte Energy Co
|
8,022 | $1,222,312 | |
| 4 | EVRG |
Evergy, Inc.
|
6,290 | $543,644 | |
| 5 | ES |
Eversource Energy
|
1,347 | $97,347 | |
| 6 | ETR |
Entergy Corp /De/
|
364 | $41,809 | |
| 7 | AEP |
American Electric Power Co Inc
|
298 | $40,769 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
294 | $34,330 |
All Filings in NEE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,455,629 | 27,978 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,716,832 | 29,251 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,431,312 | 17,829 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $418,516 | 5,544 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $384,864 | 5,544 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $656,795 | 9,265 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $642,485 | 8,962 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $812,502 | 9,612 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $713,269 | 10,073 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $707,994 | 11,078 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $99,249 | 1,634 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $49,212 | 859 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $57,430 | 774 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $156,087 | 2,025 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $189,186 | 2,263 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $177,441 | 2,263 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $960,736 | 12,403 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,028,209 | 12,138 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $805,933 | 10,998 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $782,034 | 10,343 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $500,086 | 6,482 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||