Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,494,635
-$145,625 QoQ
Shares Held
17,029
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,382
of 3,000 holders
Holding Since
Dec 2020
16 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 Jun 30, 2024CallValue
$21,243
CallShares
300
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, 2026Interchange Capital Partners, LLC holds $3,401,792 across 7 Utilities - Regulated Electric names. NEE ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
17,029 | $1,494,635 | |
| 2 | DUK |
Duke Energy CORP
|
4,847 | $613,533 | |
| 3 | D |
Dominion Energy, Inc
|
5,554 | $379,282 | |
| 4 | ED |
Consolidated Edison Inc
|
2,317 | $256,329 | |
| 5 | EXC |
Exelon Corp
|
4,879 | $227,458 | |
| 6 | SO |
Southern Co
|
2,268 | $217,070 | |
| 7 | ES |
Eversource Energy
|
2,954 | $213,485 |
All Filings in NEE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,494,635 | 17,029 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,640,260 | 17,660 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,334,093 | 16,618 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,262,192 | 16,720 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,283,159 | 18,484 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,263,543 | 17,824 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,240,810 | 17,308 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,549,181 | 18,327 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $21,243 | 300 | Call | Sole | 2024-07-31 | |
| 2024-06-30 | $1,297,380 | 18,322 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $256,880 | 3,462 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,198,131 | 15,544 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $225,271 | 2,873 | Shares | Sole | 2022-11-07 | |
| 2021-09-30 | $1,424,352 | 18,140 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,367,038 | 18,655 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,447,553 | 19,145 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,565,836 | 20,296 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||