Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$594,202
+$34,137 QoQ
Shares Held
6,770
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,925
of 3,000 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Y.D. More Investments Ltd holds $1,388,255 across 13 Utilities - Regulated Electric names. NEE ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
6,770 | $594,202 | |
| 2 | D |
Dominion Energy, Inc
|
1,691 | $115,478 | |
| 3 | ETR |
Entergy Corp /De/
|
972 | $111,643 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
980 | $104,860 | |
| 5 | ES |
Eversource Energy
|
1,415 | $102,262 | |
| 6 | EVRG |
Evergy, Inc.
|
1,093 | $94,467 | |
| 7 | FE |
Firstenergy Corp
|
1,876 | $89,185 | |
| 8 | DTE |
Dte Energy Co
|
567 | $86,393 |
All Filings in NEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,202 | 6,770 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $560,065 | 6,030 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $308,676 | 3,845 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $301,808 | 3,998 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $273,792 | 3,944 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $331,906 | 4,682 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $395,584 | 5,518 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $473,367 | 5,600 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $453,183 | 6,400 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $432,415 | 6,766 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $731,552 | 12,044 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $968,773 | 16,910 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,568,588 | 21,140 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,648,509 | 21,387 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,787,117 | 21,377 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||