Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$327,031
+$17,277 QoQ
Shares Held
3,726
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,362
of 3,000 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RIDGECREST WEALTH PARTNERS, LLC holds $571,920 across 2 Utilities - Regulated Electric names. NEE ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,726 | $327,031 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,790 | $244,889 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,031 | 3,726 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $309,754 | 3,335 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $258,260 | 3,217 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $363,635 | 4,817 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $334,396 | 4,817 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $341,477 | 4,817 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $354,578 | 4,946 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $418,085 | 4,946 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $353,766 | 4,996 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $319,294 | 4,996 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $330,182 | 5,436 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $360,984 | 6,301 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $640,049 | 8,626 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $654,948 | 8,497 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $708,928 | 8,480 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $664,916 | 8,480 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $656,860 | 8,480 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $714,952 | 8,440 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $805,416 | 8,627 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $662,708 | 8,440 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $383,987 | 5,240 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $272,196 | 3,600 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||