Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$603,682
-$51,029 QoQ
Shares Held
6,878
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,912
of 3,000 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 6%
None 94%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Palumbo Wealth Management LLC holds $7,863,512 across 6 Utilities - Regulated Electric names. NEE ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
50,507 | $5,801,234 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
6,878 | $603,682 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5,693 | $462,043 | |
| 4 | SO |
Southern Co
|
4,437 | $424,665 | |
| 5 | ED |
Consolidated Edison Inc
|
3,233 | $357,666 | |
| 6 | LNT |
Alliant Energy Corp
|
2,808 | $214,222 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,682 | 6,878 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $654,711 | 7,049 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $527,921 | 6,576 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $500,574 | 6,631 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $427,280 | 6,155 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $488,502 | 6,891 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $455,016 | 6,347 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $576,241 | 6,817 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $448,298 | 6,331 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $402,696 | 6,301 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $381,204 | 6,276 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $368,546 | 6,433 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $478,590 | 6,450 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $494,699 | 6,418 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $561,457 | 6,716 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $536,324 | 6,840 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $545,628 | 7,044 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $593,732 | 7,009 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $651,466 | 6,978 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $548,933 | 6,991 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $565,501 | 7,717 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $630,511 | 8,339 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $641,039 | 8,309 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||