Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,241,682
-$63,932 QoQ
Shares Held
14,147
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,482
of 3,000 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, 2026Valley Brook Capital Group, Inc. holds $2,907,173 across 4 Utilities - Regulated Electric names. NEE ranks #1 (42.7% of the industry book) .
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,241,682 | 14,147 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,305,614 | 14,057 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,128,495 | 14,057 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,071,429 | 14,193 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,004,021 | 14,463 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,061,081 | 14,968 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,119,009 | 15,609 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,417,145 | 16,765 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,199,521 | 16,940 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,101,808 | 17,240 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,097,146 | 18,063 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,154,107 | 20,145 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,208,272 | 16,284 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,274,440 | 16,534 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,382,242 | 16,534 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,292,432 | 16,483 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,276,773 | 16,483 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,430,582 | 16,888 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,516,819 | 16,247 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,303,196 | 16,597 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,279,688 | 17,463 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,219,286 | 16,126 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,086,657 | 14,085 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||