Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$410,061
-$79,695 QoQ
Shares Held
4,672
-11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,214
of 2,993 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, 2026Goepper Burkhardt LLC holds $1,148,275 across 2 Utilities - Regulated Electric names. NEE ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,832 | $738,214 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
4,672 | $410,061 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,061 | 4,672 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $489,756 | 5,273 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $427,571 | 5,326 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $414,893 | 5,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $482,330 | 6,948 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $505,658 | 7,133 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $562,981 | 7,853 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $750,119 | 8,874 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $600,043 | 8,474 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $515,753 | 8,070 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $263,186 | 4,333 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $253,221 | 4,420 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $335,384 | 4,520 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $356,109 | 4,620 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $386,232 | 4,620 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $362,254 | 4,620 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $357,865 | 4,620 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $306,650 | 3,620 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $357,008 | 3,824 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $276,390 | 3,520 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $257,945 | 3,520 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $266,147 | 3,520 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $271,568 | 3,520 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||