Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$809,677
-$12,310 QoQ
Shares Held
9,225
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,720
of 2,993 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $2,991,467 across 34 Utilities - Regulated Electric names. NEE ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
9,225 | $809,677 | |
| 2 | DTE |
Dte Energy Co
|
4,041 | $615,726 | |
| 3 | ED |
Consolidated Edison Inc
|
1,629 | $180,215 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,313 | $153,318 | |
| 5 | ES |
Eversource Energy
|
1,974 | $142,660 | |
| 6 | PCG |
PG&E Corp
|
8,155 | $137,167 | |
| 7 | EIX |
Edison International
|
1,548 | $115,248 | |
| 8 | DUK |
Duke Energy CORP
|
820 | $103,794 |
All Filings in NEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,677 | 9,225 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $821,987 | 8,850 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $972,751 | 12,117 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $918,486 | 12,167 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,457 | 21 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $13,326 | 188 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $13,118 | 183 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $15,299 | 181 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,195 | 31 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $1,853 | 29 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $1,579 | 26 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $1,489 | 26 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $15,729 | 212 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $15,415 | 200 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $30,012 | 359 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $65,863 | 840 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $3,811 | 45 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||