Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,199,392
+$95,436 QoQ
Shares Held
36,452
+9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#966
of 3,000 holders
Holding Since
Dec 2020
23 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, 2026WD RUTHERFORD LLC holds $4,348,732 across 2 Utilities - Regulated Electric names. NEE ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
36,452 | $3,199,392 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,401 | $1,149,340 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,199,392 | 36,452 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,103,956 | 33,419 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,676,454 | 33,339 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,475,468 | 32,792 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,216,233 | 31,925 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,068,003 | 29,172 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,772,176 | 24,720 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,003,783 | 23,705 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,604,979 | 22,666 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,326,452 | 20,755 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,174,104 | 19,330 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,243,479 | 21,705 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $917,334 | 12,363 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $982,230 | 12,743 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,072,420 | 12,828 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,069,355 | 13,638 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,107,910 | 14,303 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,209,489 | 14,278 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,342,330 | 14,378 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,135,634 | 14,463 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,069,008 | 14,588 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,084,852 | 14,348 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,017,068 | 13,183 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||