Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,478,836
-$294,893 QoQ
Shares Held
16,849
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,378
of 2,988 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, 2026Everhart Financial Group, Inc. holds $8,345,712 across 12 Utilities - Regulated Electric names. NEE ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,468 | $1,578,199 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
16,849 | $1,478,836 | |
| 3 | IDA |
Idacorp Inc
|
6,843 | $1,035,345 | |
| 4 | OGE |
Oge Energy Corp.
|
19,288 | $938,554 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,484 | $750,266 | |
| 6 | FE |
Firstenergy Corp
|
14,001 | $665,607 | |
| 7 | D |
Dominion Energy, Inc
|
8,151 | $556,631 | |
| 8 | SO |
Southern Co
|
4,003 | $383,127 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,478,836 | 16,849 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,773,729 | 19,097 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,165,183 | 14,514 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,039,195 | 13,766 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $913,358 | 13,157 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $871,592 | 12,295 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $899,064 | 12,541 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,159,075 | 13,712 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $835,699 | 11,802 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $453,185 | 7,091 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $293,981 | 4,840 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $256,487 | 4,477 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $703,119 | 9,476 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $717,306 | 9,306 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $902,712 | 10,798 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $748,580 | 9,547 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $655,621 | 8,464 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $606,354 | 7,158 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $531,311 | 5,691 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $216,636 | 2,759 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $250,690 | 3,421 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $275,749 | 3,647 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $272,262 | 3,529 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||