Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,794,641
-$585,960 QoQ
Shares Held
100,201
-0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#631
of 3,009 holders
Holding Since
Dec 2020
23 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, 2026M. Kulyk & Associates, LLC holds $17,134,760 across 2 Utilities - Regulated Electric names. NEE ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
100,201 | $8,794,641 | |
| 2 | NGG |
National Grid PLC
|
100,641 | $8,340,119 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,794,641 | 100,201 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,380,601 | 100,997 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,945,231 | 98,969 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,286,596 | 96,524 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,051,286 | 43,954 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,014,668 | 42,526 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,026,321 | 42,214 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,752,286 | 44,390 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,242,673 | 45,794 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,077,330 | 48,151 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,893,957 | 47,645 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,340,869 | 40,860 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,109,647 | 41,909 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,360,148 | 43,593 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,581,256 | 42,838 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,324,662 | 42,401 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,945,055 | 76,750 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,169,175 | 72,827 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,986,896 | 64,127 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,618,075 | 58,814 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $4,131,160 | 56,375 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,110,159 | 54,360 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,693,942 | 47,880 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||