Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,294,740
-$8,112,008 QoQ
Shares Held
83,112
-49.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#674
of 2,988 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2026CallValue
$9,288
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HUB Investment Partners, LLC holds $46,107,376 across 24 Utilities - Regulated Electric names. NEE ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
85,075 | $11,639,110 | |
| 2 | NEE |
Nextera Energy Inc
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|
83,112 | $7,294,740 | |
| 3 | EVRG |
Evergy, Inc.
|
60,824 | $5,257,018 | |
| 4 | OGE |
Oge Energy Corp.
|
101,398 | $4,934,026 | |
| 5 | DUK |
Duke Energy CORP
|
24,730 | $3,130,323 | |
| 6 | D |
Dominion Energy, Inc
|
33,782 | $2,306,972 | |
| 7 | ED |
Consolidated Edison Inc
|
18,859 | $2,086,371 | |
| 8 | SO |
Southern Co
|
14,906 | $1,426,653 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,294,740 | 83,112 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $15,406,748 | 165,878 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $9,288 | 100 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $12,319,688 | 153,459 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,207,336 | 161,708 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,468,466 | 150,799 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,014,134 | 141,263 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,050,432 | 126,244 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,893,982 | 117,047 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,559,463 | 106,757 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,189,939 | 96,854 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,262,490 | 70,176 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,597,986 | 45,348 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,020,014 | 40,701 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,931,044 | 38,026 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,482,146 | 31,656 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,186,773 | 28,231 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,103,349 | 24,830 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,505,875 | 26,841 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,156,394 | 27,463 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,919,129 | 26,189 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,855,696 | 24,543 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $292,552 | 3,792 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||