Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$599,556
-$37,507 QoQ
Shares Held
6,831
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,918
of 3,000 holders
Holding Since
Jun 2024
6 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, 2026Kaizen Financial Strategies holds $1,148,357 across 2 Utilities - Regulated Electric names. NEE ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
6,831 | $599,556 | |
| 2 | ETR |
Entergy Corp /De/
|
4,778 | $548,801 |
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,556 | 6,831 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $637,063 | 6,859 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $647,217 | 8,062 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $640,985 | 8,491 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $276,920 | 3,276 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $230,628 | 3,257 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||