Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$805,816
-$53,974 QoQ
Shares Held
9,181
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,731
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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $6,093,015 across 7 Utilities - Regulated Electric names. NEE ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
25,262 | $2,417,826 | |
| 2 | DUK |
Duke Energy CORP
|
9,238 | $1,169,346 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
9,181 | $805,816 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,948 | $676,935 | |
| 5 | LNT |
Alliant Energy Corp
|
4,699 | $358,486 | |
| 6 | EVRG |
Evergy, Inc.
|
3,949 | $341,312 | |
| 7 | AEE |
Ameren Corp
|
2,860 | $323,294 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,816 | 9,181 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $859,790 | 9,257 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $747,165 | 9,307 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $795,438 | 10,537 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $731,478 | 10,537 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $746,967 | 10,537 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $755,397 | 10,537 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $968,460 | 11,457 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $860,624 | 12,154 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $776,762 | 12,154 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,472,216 | 24,238 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $957,487 | 16,713 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $518,287 | 6,985 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $536,091 | 6,955 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $525,844 | 6,290 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $490,376 | 6,254 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $484,434 | 6,254 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $529,776 | 6,254 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $583,873 | 6,254 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $486,824 | 6,200 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $493,467 | 6,734 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $483,904 | 6,400 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $432,040 | 5,600 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||