Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,226,286
+$331,256 QoQ
Shares Held
25,365
+24.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,135
of 2,993 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $16,620,841 across 23 Utilities - Regulated Electric names. NEE ranks #1 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
25,365 | $2,226,286 | |
| 2 | DUK |
Duke Energy CORP
|
17,219 | $2,179,581 | |
| 3 | SO |
Southern Co
|
18,489 | $1,769,582 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,370 | $1,281,909 | |
| 5 | ED |
Consolidated Edison Inc
|
10,397 | $1,150,220 | |
| 6 | D |
Dominion Energy, Inc
|
11,921 | $814,085 | |
| 7 | ETR |
Entergy Corp /De/
|
6,927 | $795,635 | |
| 8 | XEL |
Xcel Energy Inc
|
9,575 | $768,872 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,226,286 | 25,365 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,895,030 | 20,403 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,494,091 | 18,611 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,342,061 | 17,778 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,107,179 | 15,949 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,135,870 | 16,023 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,086,748 | 15,159 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,244,450 | 14,722 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $903,110 | 12,754 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $604,077 | 9,452 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $544,108 | 8,958 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $374,676 | 6,540 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $678,559 | 9,145 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $586,347 | 7,607 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $749,306 | 8,963 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $841,260 | 10,729 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $564,218 | 7,284 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $495,553 | 5,850 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $357,195 | 3,826 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||